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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $35,630 |
Filed as: SMITH ELLIOTT KEARNS AND COMPANY Service code 50 · EIN 52-0783935 | Direct Payment | $10,700 |
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).
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 | $17,406 | $70,083-75.2% | $59,887-70.9% | $55,725-68.8% |
| Participation rate | 68.9% | 78.4%-9.5pp | 74.7%-5.8pp | 70.9%-2.0pp |
| Annual return | 9.61% | 3.13%+6.5pp | 3.46%+6.1pp | 244.93%-235.3pp |
| Employer contribution / active EE | $1,177 | $2,878-59.1% | $2,722-56.8% | $2,078-43.4% |
| Participant deferral / active EE | $1,040 | $3,079-66.2% | $3,402-69.4% | $3,356-69.0% |
| Admin fee / account holder | $183 | $70+160.4% | $3,591-94.9% | $115+59.0% |