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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $9,708 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,339 | $101,672-79.0% | $147,117-85.5% | $74,478-71.3% |
| Participation rate | 77.1% | 75.5%+1.6pp | 82.2%-5.1pp | 67.2%+9.9pp |
| Annual return | 13.52% | 8757.83%-8744.3pp | 420.54%-407.0pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $1,644 | $3,813-56.9% | $4,932-66.7% | $2,626-37.4% |
| Participant deferral / active EE | $5,223 | $7,305-28.5% | $8,065-35.2% | $4,350+20.1% |
| Admin fee / account holder | $66 | $1,753-96.2% | $12,993-99.5% | $1,946-96.6% |