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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $17,620 |
JONES & ROTH, PC1 year Filed as: JONES & ROTH P.C. Service code 10 · EIN 93-0819646 | Accounting | $10,438 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,900 | $71,192-65.0% | $117,861-78.9% | $62,293-60.0% |
| Participation rate | 81.4% | 74.2%+7.2pp | 79.7%+1.7pp | 69.5%+11.9pp |
| Annual return | 16.18% | 18.66%-2.5pp | 335.11%-318.9pp | 28.90%-12.7pp |
| Employer contribution / active EE | $1,037 | $1,934-46.4% | $3,786-72.6% | $2,042-49.2% |
| Participant deferral / active EE | $1,751 | $3,189-45.1% | $4,482-60.9% | $3,169-44.7% |
| Admin fee / account holder | $70 | $587-88.1% | $8,021-99.1% | $479-85.4% |