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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $364 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $24,986 | $28,416-12.1% | $73,550-66.0% | $69,631-64.1% |
| Participation rate | 28.0% | 38.3%-10.3pp | 54.9%-26.9pp | 70.7%-42.7pp |
| Annual return | 15.77% | -694.13%+709.9pp | -15.16%+30.9pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $661 | $897-26.3% | $1,804-63.4% | $3,224-79.5% |
| Admin fee / account holder | $325 | $104+211.7% | $2,320-86.0% | $110+194.6% |