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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $19,674 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $79,770 | $98,776-19.2% | $149,745-46.7% | $79,856-0.1% |
| Participation rate | 23.2% | 75.8%-52.6pp | 82.5%-59.3pp | 69.6%-46.5pp |
| Annual return | 15.30% | 27.38%-12.1pp | 276.72%-261.4pp | 31.71%-16.4pp |
| Employer contribution / active EE | $856 | $3,217-73.4% | $4,646-81.6% | $2,471-65.4% |
| Participant deferral / active EE | $1,993 | $5,681-64.9% | $6,843-70.9% | $3,741-46.7% |
| Admin fee / account holder | $820 | $6,053-86.5% | $9,312-91.2% | $5,306-84.6% |