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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,623 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,118 | $51,288-66.6% | $81,982-79.1% | $73,412-76.7% |
| Participation rate | 19.4% | 64.0%-44.6pp | 69.3%-49.9pp | 72.2%-52.8pp |
| Annual return | 21.16% | 29.48%-8.3pp | 41.31%-20.2pp | 59.30%-38.1pp |
| Employer contribution / active EE | $244 | $1,487-83.6% | $2,498-90.2% | $2,234-89.1% |
| Participant deferral / active EE | $795 | $2,715-70.7% | $3,722-78.6% | $3,806-79.1% |
| Admin fee / account holder | $22 | $125-82.8% | $5,665-99.6% | $158-86.4% |