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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $33,144 |
Service code 99 · EIN 47-1411118 | Other Fees | $0 |
Service code 99 · EIN 61-1495162 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,037 | $44,398+53.2% | $103,693-34.4% | $65,191+4.4% |
| Participation rate | 22.8% | 54.3%-31.5pp | 72.6%-49.9pp | 63.0%-40.2pp |
| Annual return | 11.14% | 325.62%-314.5pp | 47.61%-36.5pp | 51.24%-40.1pp |
| Employer contribution / active EE | $1,086 | $1,702-36.2% | $2,920-62.8% | $2,400-54.8% |
| Participant deferral / active EE | $728 | $1,797-59.5% | $4,579-84.1% | $2,671-72.8% |
| Admin fee / account holder | $255 | $856-70.2% | $7,858-96.8% | $907-71.9% |