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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $11,527 |
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 | $9,187 | $53,165-82.7% | $86,216-89.3% | $74,460-87.7% |
| Participation rate | 85.8% | 64.9%+21.0pp | 69.0%+16.9pp | 70.7%+15.1pp |
| Annual return | 23.16% | 22.64%+0.5pp | 1169.42%-1146.3pp | 34.38%-11.2pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,382-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $3,101 | $3,234-4.1% | $3,986-22.2% | $4,530-31.6% |
| Admin fee / account holder | $27 | $551-95.1% | $6,853-99.6% | $348-92.2% |