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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-2656036 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,553 | $54,368-73.2% | $117,039-87.6% | $62,293-76.6% |
| Participation rate | 66.3% | 64.9%+1.4pp | 77.2%-10.9pp | 69.5%-3.2pp |
| Annual return | 23.56% | 21.77%+1.8pp | 18.95%+4.6pp | 28.90%-5.3pp |
| Employer contribution / active EE | $786 | $1,692-53.5% | $3,785-79.2% | $2,042-61.5% |
| Participant deferral / active EE | $1,270 | $2,269-44.0% | $3,929-67.7% | $3,169-59.9% |
| Admin fee / account holder | $0 | $493-100.0% | $5,974-100.0% | $479-100.0% |