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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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.
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 | $40,632 | $69,383-41.4% | $101,275-59.9% | $73,497-44.7% |
| Participation rate | 66.9% | 68.4%-1.4pp | 75.8%-8.9pp | 70.7%-3.7pp |
| Annual return | 18.98% | 18.46%+0.5pp | 46.48%-27.5pp | 28.51%-9.5pp |
| Employer contribution / active EE | $596 | $2,628-77.3% | $3,660-83.7% | $2,270-73.7% |
| Participant deferral / active EE | $3,289 | $3,301-0.3% | $4,371-24.7% | $3,740-12.0% |
| Admin fee / account holder | $257 | $704-63.5% | $5,948-95.7% | $513-50.0% |