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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $422 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,718 | $55,449-1.3% | $83,831-34.7% | $56,289-2.8% |
| Participation rate | 28.1% | 68.0%-39.9pp | 76.1%-48.0pp | 69.9%-41.7pp |
| Annual return | -5.13% | -1.38%-3.7pp | 850.99%-856.1pp | -9.96%+4.8pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,194 | $2,935-59.3% | $4,082-70.7% | $3,350-64.3% |
| Admin fee / account holder | $475 | $656-27.6% | $5,479-91.3% | $521-8.8% |