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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $36,815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,742 | $49,451-31.8% | $79,580-57.6% | $66,938-49.6% |
| Participation rate | 51.3% | 61.3%-10.0pp | 69.5%-18.2pp | 69.8%-18.5pp |
| Annual return | -16.07% | 84.25%-100.3pp | 0.15%-16.2pp | 1.58%-17.6pp |
| Employer contribution / active EE | $895 | $1,266-29.3% | $2,413-62.9% | $2,545-64.8% |
| Participant deferral / active EE | $1,352 | $3,159-57.2% | $3,985-66.1% | $4,238-68.1% |
| Admin fee / account holder | $4 | $595-99.3% | $6,835-99.9% | $594-99.3% |