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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $13,292 |
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.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,436 | $54,573-58.9% | $90,970-75.3% | $73,497-69.5% |
| Participation rate | 64.7% | 61.2%+3.5pp | 69.0%-4.3pp | 70.7%-6.0pp |
| Annual return | 15.35% | 16.69%-1.3pp | 134.60%-119.2pp | 28.51%-13.2pp |
| Employer contribution / active EE | $707 | $991-28.7% | $2,122-66.7% | $2,270-68.9% |
| Participant deferral / active EE | $957 | $2,517-62.0% | $3,373-71.6% | $3,740-74.4% |
| Admin fee / account holder | $123 | $521-76.4% | $5,961-97.9% | $513-76.0% |