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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,957 | $44,714-12.9% | $91,227-57.3% | $66,949-41.8% |
| Participation rate | 29.9% | 65.0%-35.1pp | 73.2%-43.3pp | 69.8%-39.9pp |
| Annual return | -8.02% | -12.25%+4.2pp | 114.14%-122.2pp | 1.57%-9.6pp |
| Employer contribution / active EE | $0 | $1,710-100.0% | $2,851-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,816 | $3,355+13.7% | $4,234-9.9% | $4,239-10.0% |
| Admin fee / account holder | $43 | $521-91.8% | $5,423-99.2% | $594-92.8% |