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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $717 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,113 | $73,638-60.5% | $95,960-69.7% | $73,493-60.4% |
| Participation rate | 95.0% | 76.2%+18.8pp | 77.1%+17.9pp | 70.7%+24.3pp |
| Annual return | 17.01% | 16.78%+0.2pp | 91.63%-74.6pp | 28.51%-11.5pp |
| Employer contribution / active EE | $2,301 | $1,863+23.5% | $2,541-9.5% | $2,270+1.3% |
| Participant deferral / active EE | $4,045 | $3,617+11.8% | $4,167-2.9% | $3,740+8.2% |
| Admin fee / account holder | $6 | $482-98.7% | $6,797-99.9% | $513-98.7% |