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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $686 |
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 | $20,582 | $89,739-77.1% | $149,721-86.3% | $62,293-67.0% |
| Participation rate | 55.1% | 85.1%-30.0pp | 87.1%-32.0pp | 69.5%-14.4pp |
| Annual return | 26.49% | 21.01%+5.5pp | 1501.67%-1475.2pp | 28.90%-2.4pp |
| Employer contribution / active EE | $1,972 | $3,233-39.0% | $5,444-63.8% | $2,042-3.4% |
| Participant deferral / active EE | $3,874 | $4,797-19.2% | $6,568-41.0% | $3,169+22.2% |
| Admin fee / account holder | $210 | $551-62.0% | $11,282-98.1% | $479-56.3% |