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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $554 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,279 | $81,494-83.7% | $133,978-90.1% | $73,497-81.9% |
| Participation rate | 62.1% | 76.4%-14.2pp | 79.8%-17.7pp | 70.7%-8.5pp |
| Annual return | 20.75% | 19.40%+1.3pp | 45.10%-24.3pp | 28.51%-7.8pp |
| Employer contribution / active EE | $386 | $2,210-82.5% | $3,919-90.2% | $2,270-83.0% |
| Participant deferral / active EE | $2,000 | $3,787-47.2% | $5,047-60.4% | $3,740-46.5% |
| Admin fee / account holder | $3 | $713-99.6% | $8,930-100.0% | $513-99.4% |