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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 | $93,351-73.4% | $62,929-60.5% | $79,634-68.8% |
| Participation rate | 62.9% | 74.6%-11.8pp | 73.1%-10.2pp | 62.5%+0.4pp |
| Annual return | 17.62% | 14.37%+3.3pp | 1063.93%-1046.3pp | 36.46%-18.8pp |
| Employer contribution / active EE | $1,359 | $3,135-56.6% | $2,505-45.7% | $2,529-46.3% |
| Participant deferral / active EE | $1,945 | $3,921-50.4% | $3,888-50.0% | $3,835-49.3% |
| Admin fee / account holder | $20 | $229-91.3% | $5,065-99.6% | $1,002-98.0% |