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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,705 | $69,383-9.6% | $101,271-38.1% | $73,493-14.7% |
| Participation rate | 41.7% | 68.4%-26.7pp | 75.8%-34.1pp | 70.7%-29.0pp |
| Annual return | 14.53% | 18.46%-3.9pp | 46.48%-31.9pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,322 | $2,628-49.7% | $3,660-63.9% | $2,270-41.7% |
| Participant deferral / active EE | $2,202 | $3,301-33.3% | $4,371-49.6% | $3,740-41.1% |
| Admin fee / account holder | $537 | $704-23.7% | $5,948-91.0% | $513+4.7% |