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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $700 |
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.
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).
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 | $37,384 | $65,376-42.8% | $87,104-57.1% | $65,185-42.6% |
| Participation rate | 19.2% | 75.3%-56.1pp | 76.9%-57.7pp | 70.2%-51.0pp |
| Annual return | 18.95% | 31.27%-12.3pp | 28.19%-9.2pp | 29.38%-10.4pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $752 | $3,388-77.8% | $4,048-81.4% | $3,514-78.6% |
| Admin fee / account holder | $29 | $520-94.3% | $7,491-99.6% | $847-96.5% |