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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $26,272 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,710 | $63,314-76.8% | $91,004-83.8% | $62,293-76.4% |
| Participation rate | 57.1% | 73.3%-16.2pp | 75.6%-18.5pp | 69.5%-12.4pp |
| Annual return | 18.92% | 21.00%-2.1pp | 4.60%+14.3pp | 28.90%-10.0pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,263 | $2,944-23.1% | $3,548-36.2% | $3,169-28.6% |
| Admin fee / account holder | $9 | $468-98.2% | $5,417-99.8% | $479-98.2% |