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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 62-1291257 | Investment management fees paid direc... | $18,128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,227 | $52,953-78.8% | $172,739-93.5% | $65,185-82.8% |
| Participation rate | 68.8% | 66.2%+2.6pp | 82.6%-13.9pp | 70.2%-1.4pp |
| Annual return | 19.40% | 30.12%-10.7pp | 802.84%-783.4pp | 29.38%-10.0pp |
| Employer contribution / active EE | $123 | $2,190-94.4% | $5,143-97.6% | $2,177-94.4% |
| Participant deferral / active EE | $1,726 | $2,471-30.2% | $5,198-66.8% | $3,514-50.9% |
| Admin fee / account holder | $135 | $472-71.3% | $13,954-99.0% | $847-84.0% |