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| Provider | Service type | Compensation |
|---|---|---|
PEGGY S. EDGE, CPA, LLC2 years Filed as: PEGGY S EDGE CPA LLC Service code 10 · EIN 26-4527814 | Accounting | $7,500 |
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $4,448 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,968 | $54,573-28.6% | $90,951-57.2% | $73,488-47.0% |
| Participation rate | 53.0% | 61.2%-8.2pp | 69.0%-16.0pp | 70.7%-17.7pp |
| Annual return | 11.39% | 16.69%-5.3pp | 134.60%-123.2pp | 28.51%-17.1pp |
| Employer contribution / active EE | $830 | $991-16.3% | $2,122-60.9% | $2,270-63.4% |
| Participant deferral / active EE | $1,812 | $2,517-28.0% | $3,373-46.3% | $3,740-51.5% |
| Admin fee / account holder | $200 | $521-61.6% | $5,959-96.6% | $513-61.0% |