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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $28,699 |
Filed as: WEALTHCARE ADV PART Service code 16 · EIN 61-1768371 | Consulting | $12,345 |
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 | $14,414 | $60,989-76.4% | $60,906-76.3% | $66,938-78.5% |
| Participation rate | 86.1% | 74.5%+11.7pp | 73.1%+13.0pp | 69.8%+16.3pp |
| Annual return | -17.62% | -9.60%-8.0pp | 16.94%-34.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,360 | $2,661-48.9% | $2,703-49.7% | $2,545-46.6% |
| Participant deferral / active EE | $1,944 | $3,615-46.2% | $3,814-49.0% | $4,238-54.1% |
| Admin fee / account holder | $26 | $338-92.4% | $3,227-99.2% | $594-95.7% |