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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $7,746 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,709 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $21,662 | $50,919-57.5% | $155,556-86.1% | $77,762-72.1% |
| Participation rate | 48.2% | 63.1%-14.9pp | 78.2%-30.0pp | 70.6%-22.4pp |
| Annual return | 32.42% | 34.84%-2.4pp | 64.84%-32.4pp | 31.27%+1.2pp |
| Employer contribution / active EE | $138 | $1,991-93.0% | $4,675-97.0% | $2,728-94.9% |
| Participant deferral / active EE | $1,873 | $2,824-33.7% | $5,631-66.7% | $4,651-59.7% |
| Admin fee / account holder | $53 | $437-87.8% | $15,885-99.7% | $433-87.7% |