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| Provider | Service type | Compensation |
|---|---|---|
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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).
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 | $41,223 | $63,114-34.7% | $92,915-55.6% | $65,186-36.8% |
| Participation rate | 18.0% | 68.8%-50.8pp | 76.0%-58.0pp | 70.2%-52.2pp |
| Annual return | 22.60% | 28.75%-6.2pp | 109.45%-86.9pp | 29.39%-6.8pp |
| Employer contribution / active EE | $413 | $2,571-83.9% | $3,653-88.7% | $2,177-81.0% |
| Participant deferral / active EE | $1,560 | $3,108-49.8% | $4,238-63.2% | $3,514-55.6% |
| Admin fee / account holder | $0 | $624-100.0% | $5,796-100.0% | $847-100.0% |