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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $452 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,788 | $63,314-51.4% | $91,004-66.2% | $62,293-50.6% |
| Participation rate | 65.0% | 73.3%-8.3pp | 75.6%-10.6pp | 69.5%-4.5pp |
| Annual return | 15.59% | 21.00%-5.4pp | 4.60%+11.0pp | 28.90%-13.3pp |
| Employer contribution / active EE | $808 | $1,807-55.3% | $2,456-67.1% | $2,042-60.4% |
| Participant deferral / active EE | $1,985 | $2,944-32.6% | $3,548-44.0% | $3,169-37.4% |
| Admin fee / account holder | $15 | $468-96.8% | $5,417-99.7% | $479-96.9% |