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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $29,746 | $48,364-38.5% | $71,796-58.6% | $62,881-52.7% |
| Participation rate | 16.7% | 60.6%-44.0pp | 69.1%-52.4pp | 69.3%-52.6pp |
| Annual return | 5.22% | 13.16%-7.9pp | 78.04%-72.8pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $937 | $2,091-55.2% | $2,794-66.5% | $3,203-70.7% |
| Admin fee / account holder | $8 | $3,771-99.8% | $4,815-99.8% | $4,296-99.8% |