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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $168 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,948 | $77,660-25.4% | $109,143-46.9% | $79,386-27.0% |
| Participation rate | 29.8% | 67.8%-38.0pp | 75.9%-46.1pp | 70.7%-40.9pp |
| Annual return | 12.37% | 23.44%-11.1pp | 25.75%-13.4pp | 116.85%-104.5pp |
| Employer contribution / active EE | $0 | $2,797-100.0% | $3,722-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,194 | $3,518-66.1% | $4,653-74.3% | $4,046-70.5% |
| Admin fee / account holder | $456 | $732-37.7% | $6,752-93.2% | $626-27.2% |