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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,754 | $63,924-12.8% | $108,579-48.7% | $55,167+1.1% |
| Participation rate | 46.6% | 74.3%-27.8pp | 79.6%-33.0pp | 69.0%-22.4pp |
| Annual return | 4.81% | 15.31%-10.5pp | -51.70%+56.5pp | 169.23%-164.4pp |
| Employer contribution / active EE | $622 | $1,879-66.9% | $3,758-83.4% | $1,963-68.3% |
| Participant deferral / active EE | $2,314 | $3,067-24.5% | $4,311-46.3% | $3,054-24.2% |
| Admin fee / account holder | $120 | $618-80.6% | $7,645-98.4% | $504-76.2% |