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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $34 |
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).
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 | $2,492 | $30,732-91.9% | $59,496-95.8% | $59,633-95.8% |
| Participation rate | 22.6% | 43.2%-20.6pp | 54.6%-31.9pp | 68.7%-46.1pp |
| Annual return | -0.82% | 4.47%-5.3pp | 182.05%-182.9pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $396 | $631-37.2% | $1,153-65.7% | $2,203-82.0% |
| Participant deferral / active EE | $683 | $1,183-42.2% | $1,829-62.6% | $3,192-78.6% |
| Admin fee / account holder | $12 | $2,136-99.4% | $2,232-99.4% | $4,297-99.7% |