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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,416 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,069 | $64,138-9.5% | $112,258-48.3% | $66,930-13.2% |
| Participation rate | 48.6% | 68.5%-19.9pp | 75.1%-26.5pp | 69.8%-21.2pp |
| Annual return | -9.17% | -13.81%+4.6pp | 27.47%-36.6pp | 1.57%-10.7pp |
| Employer contribution / active EE | $1,774 | $3,006-41.0% | $3,636-51.2% | $2,545-30.3% |
| Participant deferral / active EE | $3,678 | $3,694-0.4% | $4,728-22.2% | $4,238-13.2% |
| Admin fee / account holder | $10 | $625-98.4% | $6,411-99.8% | $593-98.3% |