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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 91-1035498 | Custodial (other than securities); Co... | $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 | $64,640-77.7% | $81,820-82.4% | - |
| Participation rate | 100.0% | 64.3%+35.7pp | 72.4%+27.6pp | - |
| Annual return | 14.75% | 13.47%+1.3pp | 777.93%-763.2pp | - |
| Employer contribution / active EE | $1,564 | $3,040-48.5% | $2,915-46.3% | - |
| Participant deferral / active EE | $3,025 | $3,288-8.0% | $4,323-30.0% | - |
| Admin fee / account holder | $83 | $2,218-96.3% | $7,391-98.9% | - |