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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,227 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $23,708 | $60,165-60.6% | $74,184-68.0% | $55,167-57.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 76.6%-10.0pp | 69.0%-2.3pp |
| Annual return | 8.47% | 10.00%-1.5pp | 17.74%-9.3pp | 169.23%-160.8pp |
| Employer contribution / active EE | $253 | $1,600-84.2% | $2,370-89.3% | $1,963-87.1% |
| Participant deferral / active EE | $1,503 | $2,973-49.4% | $3,550-57.6% | $3,054-50.8% |
| Admin fee / account holder | $11 | $419-97.5% | $5,586-99.8% | $504-97.9% |