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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $45,438 |
Filed as: WEALTHCARE ADV PART Service code 16 · EIN 61-1768371 | Consulting | $0 |
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 | $16,638 | $83,884-80.2% | $64,099-74.0% | $74,440-77.6% |
| Participation rate | 80.4% | 76.6%+3.8pp | 72.3%+8.1pp | 70.7%+9.6pp |
| Annual return | 14.43% | 16.57%-2.1pp | 33.70%-19.3pp | 34.37%-19.9pp |
| Employer contribution / active EE | $1,487 | $3,084-51.8% | $2,748-45.9% | $2,638-43.6% |
| Participant deferral / active EE | $1,950 | $3,692-47.2% | $3,881-49.8% | $4,529-56.9% |
| Admin fee / account holder | $22 | $196-88.7% | $3,070-99.3% | $348-93.7% |