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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $29,897 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,045 | $80,177-86.2% | $123,894-91.1% | $57,658-80.8% |
| Participation rate | 97.1% | 74.4%+22.7pp | 81.4%+15.7pp | 70.2%+26.9pp |
| Annual return | -0.43% | 17.90%-18.3pp | 47.52%-47.9pp | 5.13%-5.6pp |
| Employer contribution / active EE | $1,769 | $2,913-39.3% | $4,617-61.7% | $1,974-10.4% |
| Participant deferral / active EE | $2,680 | $5,130-47.8% | $5,984-55.2% | $3,061-12.4% |
| Admin fee / account holder | $3 | $106-97.1% | $8,357-100.0% | $95-96.7% |