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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $33,475 | $56,054-40.3% | $171,082-80.4% | $62,881-46.8% |
| Participation rate | 25.9% | 62.9%-37.0pp | 76.7%-50.8pp | 69.3%-43.4pp |
| Annual return | 6.26% | 22.52%-16.3pp | 32.56%-26.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $846 | $1,731-51.1% | $4,002-78.9% | $2,281-62.9% |
| Participant deferral / active EE | $2,059 | $3,158-34.8% | $4,797-57.1% | $3,203-35.7% |
| Admin fee / account holder | $68 | $3,647-98.1% | $8,520-99.2% | $4,296-98.4% |