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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,185 |
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 | $15,289 | $80,753-81.1% | $136,298-88.8% | $62,293-75.5% |
| Participation rate | 75.9% | 73.5%+2.4pp | 81.9%-6.0pp | 69.5%+6.4pp |
| Annual return | 28.96% | 35.83%-6.9pp | 5156.27%-5127.3pp | 28.90%+0.1pp |
| Employer contribution / active EE | $1,292 | $2,884-55.2% | $4,696-72.5% | $2,042-36.8% |
| Participant deferral / active EE | $2,405 | $5,164-53.4% | $6,247-61.5% | $3,169-24.1% |
| Admin fee / account holder | $27 | $525-94.9% | $9,244-99.7% | $479-94.4% |