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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 | $44,206+53.9% | $94,057-27.7% | $64,728+5.1% |
| Participation rate | 22.8% | 51.0%-28.2pp | 73.3%-50.6pp | 57.9%-35.1pp |
| Annual return | 11.14% | 259.42%-248.3pp | 480.62%-469.5pp | 49.38%-38.2pp |
| Employer contribution / active EE | $1,086 | $1,635-33.6% | $2,933-63.0% | $2,243-51.6% |
| Participant deferral / active EE | $728 | $1,902-61.7% | $4,709-84.5% | $2,729-73.3% |
| Admin fee / account holder | $255 | $1,230-79.3% | $7,244-96.5% | $1,145-77.7% |