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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $14,446 |
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.
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).
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 | $19,360 | $42,548-54.5% | $74,551-74.0% | $56,289-65.6% |
| Participation rate | 58.9% | 60.5%-1.5pp | 69.1%-10.2pp | 69.9%-10.9pp |
| Annual return | -6.86% | 12.40%-19.3pp | 32.53%-39.4pp | -9.96%+3.1pp |
| Employer contribution / active EE | $659 | $855-22.9% | $1,961-66.4% | $2,111-68.8% |
| Participant deferral / active EE | $962 | $2,277-57.7% | $3,108-69.0% | $3,350-71.3% |
| Admin fee / account holder | $139 | $467-70.3% | $5,059-97.3% | $521-73.3% |