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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $18,905 |
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 | $43,972 | $98,760-55.5% | $149,715-70.6% | $79,858-44.9% |
| Participation rate | 78.0% | 75.8%+2.3pp | 82.5%-4.4pp | 69.6%+8.4pp |
| Annual return | 22.15% | 27.43%-5.3pp | 276.66%-254.5pp | 31.72%-9.6pp |
| Employer contribution / active EE | $2,728 | $3,217-15.2% | $4,645-41.3% | $2,471+10.4% |
| Participant deferral / active EE | $7,949 | $5,681+39.9% | $6,842+16.2% | $3,740+112.5% |
| Admin fee / account holder | $149 | $6,053-97.5% | $9,310-98.4% | $5,306-97.2% |