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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,044 |
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).
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 | $23,066 | $49,138-53.1% | $84,023-72.5% | $65,186-64.6% |
| Participation rate | 50.0% | 60.7%-10.7pp | 69.0%-19.0pp | 70.2%-20.2pp |
| Annual return | 18.94% | 23.00%-4.1pp | 71.32%-52.4pp | 29.39%-10.4pp |
| Employer contribution / active EE | $617 | $914-32.5% | $1,984-68.9% | $2,177-71.7% |
| Participant deferral / active EE | $899 | $2,397-62.5% | $3,239-72.3% | $3,514-74.4% |
| Admin fee / account holder | $152 | $543-72.0% | $6,102-97.5% | $847-82.0% |