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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,389 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,211 | $42,548-83.1% | $74,551-90.3% | $56,289-87.2% |
| Participation rate | 32.6% | 60.5%-27.8pp | 69.1%-36.5pp | 69.9%-37.2pp |
| Annual return | -39.43% | 12.40%-51.8pp | 32.53%-72.0pp | -9.96%-29.5pp |
| Employer contribution / active EE | $235 | $855-72.5% | $1,961-88.0% | $2,111-88.9% |
| Participant deferral / active EE | $1,950 | $2,277-14.4% | $3,108-37.3% | $3,350-41.8% |
| Admin fee / account holder | $112 | $467-76.0% | $5,059-97.8% | $521-78.4% |