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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $51,116 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,874 | $86,795-71.3% | $67,681-63.2% | $64,728-61.6% |
| Participation rate | 62.9% | 71.7%-8.8pp | 73.7%-10.9pp | 57.9%+5.0pp |
| Annual return | 17.62% | 12.58%+5.0pp | 590.58%-573.0pp | 49.38%-31.8pp |
| Employer contribution / active EE | $1,359 | $2,837-52.1% | $2,678-49.2% | $2,243-39.4% |
| Participant deferral / active EE | $1,945 | $3,430-43.3% | $3,976-51.1% | $2,729-28.7% |
| Admin fee / account holder | $20 | $238-91.6% | $6,100-99.7% | $1,145-98.3% |