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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $88 |
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).
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 | $53,929 | $75,183-28.3% | $123,894-56.5% | $55,167-2.2% |
| Participation rate | 38.0% | 72.8%-34.8pp | 81.4%-43.4pp | 69.0%-31.0pp |
| Annual return | 8.32% | 19.01%-10.7pp | 47.52%-39.2pp | 169.23%-160.9pp |
| Employer contribution / active EE | $955 | $2,823-66.2% | $4,617-79.3% | $1,963-51.3% |
| Participant deferral / active EE | $2,838 | $5,084-44.2% | $5,984-52.6% | $3,054-7.1% |
| Admin fee / account holder | $39 | $663-94.1% | $8,357-99.5% | $504-92.3% |