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| Provider | Service type | Compensation |
|---|---|---|
US BANK2+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $11,636 |
Filed as: WILLIAM C EARHART CO., INC Service code 13 · EIN 93-0509592 | Contract Administrator | $6,000 |
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 | $17,682 | $56,640-68.8% | $78,002-77.3% | $55,167-67.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 6.85% | 2868.48%-2861.6pp | 425.99%-419.1pp | 169.23%-162.4pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $160 | $467-65.7% | $5,481-97.1% | $504-68.3% |