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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,167 | $84,499-60.7% | $125,391-73.5% | $66,949-50.5% |
| Participation rate | 36.7% | 76.4%-39.7pp | 82.4%-45.7pp | 69.8%-33.1pp |
| Annual return | -12.75% | -8.49%-4.3pp | 572.41%-585.2pp | 1.57%-14.3pp |
| Employer contribution / active EE | $1,209 | $3,554-66.0% | $4,816-74.9% | $2,545-52.5% |
| Participant deferral / active EE | $1,443 | $6,785-78.7% | $7,448-80.6% | $4,239-66.0% |
| Admin fee / account holder | $412 | $685-39.9% | $10,009-95.9% | $594-30.6% |