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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $28,762 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,231 | $30,107-19.5% | $61,452-60.6% | $64,819-62.6% |
| Participation rate | 46.2% | 36.4%+9.8pp | 52.6%-6.4pp | 71.5%-25.3pp |
| Annual return | -18.66% | -13.99%-4.7pp | 338.96%-357.6pp | 32.84%-51.5pp |
| Employer contribution / active EE | $394 | $537-26.7% | $1,160-66.1% | $2,507-84.3% |
| Participant deferral / active EE | $1,295 | $1,126+15.0% | $2,125-39.0% | $4,311-70.0% |
| Admin fee / account holder | $2 | $148-98.9% | $2,131-99.9% | $188-99.2% |