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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $319 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,777 | $39,286+222.7% | $80,741+57.0% | $79,393+59.7% |
| Participation rate | 0.0% | 41.0%-41.0pp | 54.2%-54.2pp | 70.7%-70.7pp |
| Annual return | 12.63% | 98.95%-86.3pp | 87.30%-74.7pp | 116.87%-104.2pp |
| Employer contribution / active EE | $0 | $594-100.0% | $1,160-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $774 | $1,264-38.7% | $2,145-63.9% | $4,046-80.9% |
| Admin fee / account holder | $1,717 | $647+165.4% | $3,380-49.2% | $627+174.1% |