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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,268 |
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 | $31,230 | $55,453-43.7% | $170,439-81.7% | $62,293-49.9% |
| Participation rate | 43.7% | 66.4%-22.7pp | 83.6%-39.9pp | 69.5%-25.8pp |
| Annual return | 17.95% | 21.38%-3.4pp | 205.94%-188.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $746 | $2,164-65.5% | $5,433-86.3% | $2,042-63.4% |
| Participant deferral / active EE | $1,987 | $2,303-13.7% | $4,939-59.8% | $3,169-37.3% |
| Admin fee / account holder | $59 | $455-87.1% | $13,881-99.6% | $479-87.7% |