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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $499 |
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).
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 | $28,574 | $58,093-50.8% | $80,022-64.3% | $56,287-49.2% |
| Participation rate | 62.3% | 73.6%-11.3pp | 75.8%-13.5pp | 69.9%-7.5pp |
| Annual return | -6.74% | 34.63%-41.4pp | 11.22%-18.0pp | -9.96%+3.2pp |
| Employer contribution / active EE | $830 | $1,933-57.1% | $2,468-66.4% | $2,111-60.7% |
| Participant deferral / active EE | $2,125 | $3,136-32.2% | $3,686-42.3% | $3,350-36.6% |
| Admin fee / account holder | $15 | $623-97.6% | $6,521-99.8% | $521-97.2% |