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| Provider | Service type | Compensation |
|---|---|---|
PARKE, GUPTILL & COMPANY, LLP1+ years Service code 10 · EIN 95-3378831 | Accounting | $8,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,016 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,036 | $45,566-23.1% | $64,105-45.3% | $59,633-41.2% |
| Participation rate | 30.4% | 60.2%-29.7pp | 68.2%-37.7pp | 68.7%-38.2pp |
| Annual return | -2.22% | 4.95%-7.2pp | 791.24%-793.5pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $990 | $2,057-51.9% | $2,822-64.9% | $3,192-69.0% |
| Admin fee / account holder | $216 | $3,268-93.4% | $4,499-95.2% | $4,297-95.0% |