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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 83-3455979 | Recordkeeping fees; Claims processing... | $6,929 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
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 | $6,269 | $58,264-89.2% | $86,617-92.8% | $71,495-91.2% |
| Participation rate | 39.8% | 65.0%-25.2pp | 71.7%-31.9pp | 67.9%-28.1pp |
| Annual return | 17.76% | 21.63%-3.9pp | 591.91%-574.2pp | 28.85%-11.1pp |
| Employer contribution / active EE | $448 | $2,574-82.6% | $3,023-85.2% | $2,589-82.7% |
| Participant deferral / active EE | $767 | $3,436-77.7% | $4,437-82.7% | $4,291-82.1% |
| Admin fee / account holder | $103 | $1,057-90.2% | $5,613-98.2% | $1,588-93.5% |