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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,250 |
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 | $23,695 | $40,263-41.2% | $57,347-58.7% | $59,632-60.3% |
| Participation rate | 98.7% | 69.2%+29.6pp | 75.1%+23.6pp | 68.7%+30.1pp |
| Annual return | 0.68% | 27.50%-26.8pp | 24.40%-23.7pp | 2041.32%-2040.6pp |
| Employer contribution / active EE | $3,790 | $1,922+97.2% | $2,689+40.9% | $2,203+72.1% |
| Participant deferral / active EE | $3,039 | $2,400+26.6% | $3,162-3.9% | $3,192-4.8% |
| Admin fee / account holder | $6 | $2,819-99.8% | $3,356-99.8% | $4,297-99.9% |