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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $81,677 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,166 | $106,236-92.3% | $112,249-92.7% | $64,819-87.4% |
| Participation rate | 92.5% | 71.7%+20.9pp | 75.1%+17.5pp | 71.5%+21.1pp |
| Annual return | -17.65% | -6.02%-11.6pp | 27.48%-45.1pp | 32.84%-50.5pp |
| Employer contribution / active EE | $917 | $3,166-71.1% | $3,636-74.8% | $2,507-63.4% |
| Participant deferral / active EE | $2,473 | $3,785-34.7% | $4,729-47.7% | $4,311-42.6% |
| Admin fee / account holder | $143 | $452-68.3% | $6,412-97.8% | $188-23.7% |