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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $7,640 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,286 | $31,679-32.8% | $74,719-71.5% | $65,185-67.3% |
| Participation rate | 18.8% | 40.4%-21.6pp | 54.5%-35.7pp | 70.2%-51.5pp |
| Annual return | 19.68% | 39.04%-19.4pp | 753.05%-733.4pp | 29.38%-9.7pp |
| Employer contribution / active EE | $679 | $566+20.0% | $1,084-37.3% | $2,177-68.8% |
| Participant deferral / active EE | $1,292 | $1,191+8.5% | $1,963-34.2% | $3,514-63.2% |
| Admin fee / account holder | $181 | $379-52.3% | $3,334-94.6% | $847-78.7% |