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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-3422848 | Advisory (Plan) | $8,265 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,502 | $28,416-10.3% | $73,545-65.3% | $69,631-63.4% |
| Participation rate | 15.6% | 38.3%-22.7pp | 54.9%-39.3pp | 70.7%-55.1pp |
| Annual return | 12.88% | -694.13%+707.0pp | -15.16%+28.0pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $235 | $430-45.4% | $1,219-80.7% | $2,032-88.4% |
| Participant deferral / active EE | $411 | $897-54.1% | $1,806-77.2% | $3,224-87.2% |
| Admin fee / account holder | $101 | $104-3.0% | $2,320-95.6% | $110-8.3% |