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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 45-3812777 | Advisory (Participants) | $6,039 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,264 | $79,694-79.6% | $96,161-83.1% | $79,393-79.5% |
| Participation rate | 56.4% | 54.0%+2.5pp | 68.4%-12.0pp | 70.7%-14.3pp |
| Annual return | 57.69% | 40.84%+16.8pp | 192.01%-134.3pp | 116.87%-59.2pp |
| Employer contribution / active EE | $500 | $1,443-65.3% | $2,798-82.1% | $2,428-79.4% |
| Participant deferral / active EE | $2,306 | $2,539-9.2% | $4,349-47.0% | $4,046-43.0% |
| Admin fee / account holder | $122 | $630-80.6% | $5,538-97.8% | $627-80.5% |