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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $8,163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,995 | $54,729+35.2% | $86,235-14.2% | $71,529+3.4% |
| Participation rate | 35.0% | 60.1%-25.1pp | 69.0%-34.0pp | 67.9%-33.0pp |
| Annual return | 20.52% | 20.07%+0.4pp | 1170.03%-1149.5pp | 28.97%-8.5pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,381-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,592 | $3,110-48.8% | $3,987-60.1% | $4,291-62.9% |
| Admin fee / account holder | $106 | $1,921-94.5% | $6,856-98.5% | $1,588-93.4% |