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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $25,756 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,888 | $46,332-57.1% | $143,799-86.2% | $64,819-69.3% |
| Participation rate | 29.9% | 64.2%-34.3pp | 80.3%-50.4pp | 71.5%-41.5pp |
| Annual return | -13.35% | -10.05%-3.3pp | -0.04%-13.3pp | 32.84%-46.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $950 | $2,647-64.1% | $5,638-83.2% | $4,311-78.0% |
| Admin fee / account holder | $16 | $154-89.8% | $14,677-99.9% | $188-91.6% |