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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,089 | $33,826+51.0% | $88,538-42.3% | $67,579-24.4% |
| Participation rate | 14.1% | 64.6%-50.5pp | 68.7%-54.6pp | 71.3%-57.2pp |
| Annual return | 23.11% | 68.24%-45.1pp | 43.64%-20.5pp | 378.56%-355.4pp |
| Employer contribution / active EE | $322 | $1,232-73.9% | $2,098-84.7% | $2,148-85.0% |
| Participant deferral / active EE | $845 | $2,089-59.6% | $2,914-71.0% | $3,539-76.1% |
| Admin fee / account holder | $585 | $134+337.6% | $4,310-86.4% | $142+311.3% |