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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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.
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 | $30,613 | $43,423-29.5% | $78,676-61.1% | $55,167-44.5% |
| Participation rate | 67.7% | 68.0%-0.4pp | 73.6%-5.9pp | 69.0%-1.3pp |
| Annual return | 6.87% | 11.53%-4.7pp | 62.19%-55.3pp | 169.23%-162.4pp |
| Employer contribution / active EE | $538 | $1,997-73.1% | $2,850-81.1% | $1,963-72.6% |
| Participant deferral / active EE | $2,340 | $2,509-6.7% | $3,517-33.4% | $3,054-23.4% |
| Admin fee / account holder | $9 | $416-97.9% | $4,510-99.8% | $504-98.3% |