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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $225 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,854 | $60,488-78.7% | $109,916-88.3% | $79,389-83.8% |
| Participation rate | 99.1% | 67.0%+32.1pp | 74.2%+24.9pp | 70.7%+28.4pp |
| Annual return | 0.00% | 189.57%-189.6pp | 29.46%-29.5pp | 116.89%-116.9pp |
| Employer contribution / active EE | $5,452 | $1,649+230.7% | $2,844+91.7% | $2,428+124.6% |
| Participant deferral / active EE | $5,320 | $3,220+65.2% | $4,047+31.5% | $4,046+31.5% |
| Admin fee / account holder | $2 | $605-99.6% | $6,069-100.0% | $626-99.6% |