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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 91-1035498 | Recordkeeping and information managem... | $9,561 |
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 | $14,386 | $65,130-77.9% | $81,882-82.4% | - |
| Participation rate | 100.0% | 64.1%+35.9pp | 72.4%+27.6pp | - |
| Annual return | 14.75% | 13.17%+1.6pp | 779.47%-764.7pp | - |
| Employer contribution / active EE | $1,564 | $3,054-48.8% | $2,916-46.4% | - |
| Participant deferral / active EE | $3,025 | $3,258-7.1% | $4,323-30.0% | - |
| Admin fee / account holder | $83 | $2,232-96.3% | $7,360-98.9% | - |