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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $19,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
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 | $20,758 | $80,138-74.1% | $130,270-84.1% | $71,529-71.0% |
| Participation rate | 23.3% | 71.0%-47.7pp | 76.3%-53.0pp | 67.9%-44.7pp |
| Annual return | 14.41% | 16.81%-2.4pp | 38.89%-24.5pp | 28.97%-14.6pp |
| Employer contribution / active EE | $809 | $2,834-71.5% | $4,128-80.4% | $2,590-68.8% |
| Participant deferral / active EE | $1,202 | $4,641-74.1% | $6,797-82.3% | $4,291-72.0% |
| Admin fee / account holder | $146 | $1,035-85.9% | $6,022-97.6% | $1,588-90.8% |