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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $12,486 | $52,884-76.4% | $84,753-85.3% | $55,167-77.4% |
| Participation rate | 55.6% | 67.5%-11.9pp | 76.6%-21.0pp | 69.0%-13.4pp |
| Annual return | 13.80% | 18.03%-4.2pp | 22.78%-9.0pp | 169.23%-155.4pp |
| Employer contribution / active EE | $1,067 | $2,233-52.2% | $3,574-70.2% | $1,963-45.7% |
| Participant deferral / active EE | $1,650 | $2,644-37.6% | $3,712-55.5% | $3,054-46.0% |
| Admin fee / account holder | $18 | $581-96.9% | $5,333-99.7% | $504-96.5% |