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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $120,196 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $12,684 |
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).
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 | $57,771 | $50,820+13.7% | $155,567-62.9% | $77,671-25.6% |
| Participation rate | 62.0% | 63.1%-1.1pp | 78.2%-16.1pp | 70.6%-8.5pp |
| Annual return | 14.95% | 34.85%-19.9pp | 64.74%-49.8pp | 31.21%-16.3pp |
| Employer contribution / active EE | $1,831 | $1,993-8.1% | $4,674-60.8% | $2,726-32.9% |
| Participant deferral / active EE | $3,646 | $2,823+29.1% | $5,628-35.2% | $4,648-21.6% |
| Admin fee / account holder | $31 | $436-92.8% | $15,916-99.8% | $430-92.8% |