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| Provider | Service type | Compensation |
|---|---|---|
GBQ CONSULTING1 year Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $13,300 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $10,650 |
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 | $15,937 | $51,223-68.9% | $82,763-80.7% | $66,949-76.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | 137.25% | -9.85%+147.1pp | 702.45%-565.2pp | 1.57%+135.7pp |
| Employer contribution / active EE | $2,274 | $2,611-12.9% | $3,008-24.4% | $2,545-10.7% |
| Participant deferral / active EE | $0 | $3,460-100.0% | $4,395-100.0% | $4,239-100.0% |
| Admin fee / account holder | $164 | $415-60.6% | $5,325-96.9% | $594-72.4% |