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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,105 |
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 | $49,400 | $52,961-6.7% | $172,752-71.4% | $65,185-24.2% |
| Participation rate | 17.1% | 66.2%-49.1pp | 82.6%-65.6pp | 70.2%-53.1pp |
| Annual return | 22.39% | 30.12%-7.7pp | 802.97%-780.6pp | 29.38%-7.0pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $962 | $2,471-61.1% | $5,198-81.5% | $3,514-72.6% |
| Admin fee / account holder | $10 | $472-97.9% | $13,955-99.9% | $847-98.8% |