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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $15,918 |
Service code 27 | Advisory (Plan) | $11,257 |
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 | $30,973 | $56,894-45.6% | $84,753-63.5% | $62,881-50.7% |
| Participation rate | 87.8% | 68.5%+19.3pp | 76.6%+11.2pp | 69.3%+18.5pp |
| Annual return | 7.42% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.7pp |
| Employer contribution / active EE | $3,907 | $2,400+62.8% | $3,574+9.3% | $2,281+71.3% |
| Participant deferral / active EE | $3,081 | $2,709+13.7% | $3,712-17.0% | $3,203-3.8% |
| Admin fee / account holder | $167 | $3,581-95.3% | $5,333-96.9% | $4,296-96.1% |