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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,383 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,031 | $58,888-47.3% | $178,498-82.6% | $73,493-57.8% |
| Participation rate | 47.8% | 66.2%-18.4pp | 81.9%-34.1pp | 70.7%-22.9pp |
| Annual return | 33.21% | 24.86%+8.3pp | 151.09%-117.9pp | 28.51%+4.7pp |
| Employer contribution / active EE | $1,857 | $2,236-17.0% | $5,011-62.9% | $2,270-18.2% |
| Participant deferral / active EE | $2,910 | $2,568+13.3% | $5,202-44.1% | $3,740-22.2% |
| Admin fee / account holder | $4 | $400-99.1% | $13,985-100.0% | $513-99.3% |