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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,858 | $127,481-94.6% | $149,715-95.4% | $90,274-92.4% |
| Participation rate | 38.1% | 78.2%-40.1pp | 82.5%-44.4pp | 73.4%-35.3pp |
| Annual return | 16.88% | 57.78%-40.9pp | 276.66%-259.8pp | 53.97%-37.1pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,645-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $1,056 | $6,975-84.9% | $6,842-84.6% | $4,231-75.0% |
| Admin fee / account holder | $2 | $152-98.6% | $9,310-100.0% | $114-98.1% |