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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 71-0294708 | Other Fees | $2,177 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,478 | $58,726-65.1% | $92,240-77.8% | $62,293-67.1% |
| Participation rate | 92.1% | 68.3%+23.8pp | 76.5%+15.6pp | 69.5%+22.6pp |
| Annual return | 16.34% | 43.62%-27.3pp | 176.29%-160.0pp | 28.90%-12.6pp |
| Employer contribution / active EE | $383 | $2,392-84.0% | $3,680-89.6% | $2,042-81.2% |
| Participant deferral / active EE | $2,822 | $2,766+2.0% | $3,897-27.6% | $3,169-11.0% |
| Admin fee / account holder | $23 | $556-95.9% | $5,194-99.6% | $479-95.3% |