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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,769 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $10,632 |
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 | $34,059 | $57,305-40.6% | $86,640-60.7% | $75,173-54.7% |
| Participation rate | 95.7% | 63.2%+32.5pp | 71.7%+24.0pp | 67.2%+28.5pp |
| Annual return | 21.25% | 2674.24%-2653.0pp | 592.52%-571.3pp | 160.72%-139.5pp |
| Employer contribution / active EE | $2,786 | $2,316+20.3% | $3,024-7.9% | $2,671+4.3% |
| Participant deferral / active EE | $4,859 | $3,320+46.4% | $4,438+9.5% | $4,126+17.8% |
| Admin fee / account holder | $229 | $4,116-94.4% | $5,616-95.9% | $5,651-95.9% |