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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 13-2638166 | Other Fees | $6,275 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,356 |
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 | $22,950 | $62,132-63.1% | $185,827-87.6% | $73,493-68.8% |
| Participation rate | 45.4% | 67.8%-22.4pp | 78.0%-32.6pp | 70.7%-25.3pp |
| Annual return | 17.96% | 20.44%-2.5pp | 35.96%-18.0pp | 28.51%-10.6pp |
| Employer contribution / active EE | $400 | $1,681-76.2% | $4,087-90.2% | $2,270-82.4% |
| Participant deferral / active EE | $1,564 | $3,711-57.9% | $5,633-72.2% | $3,740-58.2% |
| Admin fee / account holder | $19 | $419-95.4% | $9,502-99.8% | $513-96.2% |