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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,217 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $22,987 | $55,437-58.5% | $155,534-85.2% | $74,459-69.1% |
| Participation rate | 27.8% | 61.9%-34.1pp | 78.2%-50.4pp | 67.2%-39.4pp |
| Annual return | 11.82% | 269.58%-257.8pp | 64.92%-53.1pp | 1369.70%-1357.9pp |
| Employer contribution / active EE | $613 | $2,266-73.0% | $4,675-86.9% | $2,626-76.7% |
| Participant deferral / active EE | $2,071 | $2,837-27.0% | $5,630-63.2% | $4,350-52.4% |
| Admin fee / account holder | $0 | $1,742-100.0% | $15,900-100.0% | $1,945-100.0% |