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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $200 |
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.
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 | $50,659 | $42,548+19.1% | $74,549-32.0% | $56,287-10.0% |
| Participation rate | 43.7% | 60.5%-16.8pp | 69.1%-25.4pp | 69.9%-26.1pp |
| Annual return | -8.27% | 12.40%-20.7pp | 32.53%-40.8pp | -9.96%+1.7pp |
| Employer contribution / active EE | $1,224 | $855+43.1% | $1,961-37.6% | $2,111-42.0% |
| Participant deferral / active EE | $2,929 | $2,277+28.6% | $3,108-5.8% | $3,350-12.6% |
| Admin fee / account holder | $30 | $467-93.5% | $5,059-99.4% | $521-94.2% |