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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,389 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,815 | $50,637-62.8% | $86,582-78.3% | $62,293-69.8% |
| Participation rate | 37.1% | 67.9%-30.8pp | 73.5%-36.5pp | 69.5%-32.5pp |
| Annual return | 17.97% | 20.80%-2.8pp | 965.08%-947.1pp | 28.90%-10.9pp |
| Employer contribution / active EE | $945 | $2,075-54.5% | $2,839-66.7% | $2,042-53.7% |
| Participant deferral / active EE | $1,674 | $2,611-35.9% | $3,609-53.6% | $3,169-47.2% |
| Admin fee / account holder | $109 | $413-73.5% | $4,904-97.8% | $479-77.2% |