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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 | $84,045-70.4% | $77,361-67.8% | $69,255-64.1% |
| Participation rate | 62.9% | 71.8%-8.9pp | 75.0%-12.1pp | 69.0%-6.2pp |
| Annual return | 17.62% | 12.46%+5.2pp | 1011.54%-993.9pp | 26.73%-9.1pp |
| Employer contribution / active EE | $1,359 | $2,954-54.0% | $2,990-54.5% | $2,645-48.6% |
| Participant deferral / active EE | $1,945 | $3,349-41.9% | $3,911-50.3% | $2,890-32.7% |
| Admin fee / account holder | $20 | $239-91.7% | $5,894-99.7% | $733-97.3% |