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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,345 | $66,302-78.4% | $110,241-87.0% | $56,287-74.5% |
| Participation rate | 67.3% | 74.9%-7.6pp | 79.8%-12.5pp | 69.9%-2.6pp |
| Annual return | -7.08% | -1.18%-5.9pp | 314.75%-321.8pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,232 | $2,047-39.8% | $3,827-67.8% | $2,111-41.6% |
| Participant deferral / active EE | $2,067 | $3,381-38.9% | $4,672-55.8% | $3,350-38.3% |
| Admin fee / account holder | $32 | $698-95.4% | $8,548-99.6% | $521-93.8% |