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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,409 | $53,925-39.9% | $75,501-57.1% | $69,631-53.5% |
| Participation rate | 45.4% | 71.2%-25.8pp | 72.4%-27.0pp | 70.7%-25.3pp |
| Annual return | 11.33% | 17.84%-6.5pp | 27.35%-16.0pp | 27571.02%-27559.7pp |
| Employer contribution / active EE | $623 | $1,802-65.4% | $2,352-73.5% | $2,032-69.3% |
| Participant deferral / active EE | $1,157 | $2,569-55.0% | $3,142-63.2% | $3,224-64.1% |
| Admin fee / account holder | $18 | $97-81.0% | $5,801-99.7% | $110-83.3% |