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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $2,989 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,562 | $66,124-58.3% | $90,440-69.5% | $73,493-62.5% |
| Participation rate | 63.9% | 69.7%-5.8pp | 72.7%-8.8pp | 70.7%-6.8pp |
| Annual return | 13.09% | 17.65%-4.6pp | 1294.38%-1281.3pp | 28.51%-15.4pp |
| Employer contribution / active EE | $418 | $2,346-82.2% | $3,263-87.2% | $2,270-81.6% |
| Participant deferral / active EE | $1,085 | $3,039-64.3% | $3,964-72.6% | $3,740-71.0% |
| Admin fee / account holder | $70 | $396-82.4% | $5,615-98.8% | $513-86.4% |