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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $128 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,377 | $52,884-57.7% | $84,753-73.6% | $55,167-59.4% |
| Participation rate | 54.6% | 67.5%-12.9pp | 76.6%-22.0pp | 69.0%-14.4pp |
| Annual return | 10.65% | 18.03%-7.4pp | 22.78%-12.1pp | 169.23%-158.6pp |
| Employer contribution / active EE | $401 | $2,233-82.1% | $3,574-88.8% | $1,963-79.6% |
| Participant deferral / active EE | $3,935 | $2,644+48.8% | $3,712+6.0% | $3,054+28.8% |
| Admin fee / account holder | $8 | $581-98.6% | $5,333-99.8% | $504-98.4% |