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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,927 |
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).
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 | $34,724 | $88,117-60.6% | $164,928-78.9% | $74,400-53.3% |
| Participation rate | 92.1% | 73.1%+19.0pp | 78.6%+13.5pp | 67.2%+24.9pp |
| Annual return | 11.78% | 17.27%-5.5pp | 70.08%-58.3pp | 1367.51%-1355.7pp |
| Employer contribution / active EE | $0 | $2,596-100.0% | $4,343-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,998 | $4,501-11.2% | $6,034-33.7% | $4,348-8.0% |
| Admin fee / account holder | $21 | $2,230-99.0% | $12,684-99.8% | $1,944-98.9% |