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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,918 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,500 | $53,254-80.3% | $155,574-93.3% | $199,921-94.7% |
| Participation rate | 25.0% | 64.1%-39.1pp | 78.2%-53.2pp | 72.0%-47.0pp |
| Annual return | 41.04% | 41.18%-0.1pp | 64.87%-23.8pp | 34.28%+6.8pp |
| Employer contribution / active EE | $405 | $1,848-78.1% | $4,676-91.3% | $3,035-86.7% |
| Participant deferral / active EE | $953 | $3,165-69.9% | $5,629-83.1% | $5,089-81.3% |
| Admin fee / account holder | $112 | $186-39.7% | $15,914-99.3% | $269-58.4% |