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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 27-1033755 | Recordkeeping | $9,427 |
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 | $48,646 | $80,753-39.8% | $136,298-64.3% | $62,293-21.9% |
| Participation rate | 93.9% | 73.5%+20.4pp | 81.9%+12.0pp | 69.5%+24.4pp |
| Annual return | 26.13% | 35.83%-9.7pp | 5156.27%-5130.1pp | 28.90%-2.8pp |
| Employer contribution / active EE | $2,700 | $2,884-6.4% | $4,696-42.5% | $2,042+32.2% |
| Participant deferral / active EE | $5,949 | $5,164+15.2% | $6,247-4.8% | $3,169+87.7% |
| Admin fee / account holder | $86 | $525-83.6% | $9,244-99.1% | $479-82.0% |