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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $275 |
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 | $16,509 | $61,166-73.0% | $185,849-91.1% | $79,391-79.2% |
| Participation rate | 94.3% | 66.6%+27.7pp | 81.7%+12.6pp | 70.7%+23.6pp |
| Annual return | 19.25% | 19.45%-0.2pp | 122.10%-102.8pp | 116.88%-97.6pp |
| Employer contribution / active EE | $476 | $2,321-79.5% | $5,169-90.8% | $2,428-80.4% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $273 | $710-61.6% | $16,244-98.3% | $627-56.5% |