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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 | $88,186-60.6% | $165,071-79.0% | $74,459-53.4% |
| Participation rate | 92.1% | 73.1%+18.9pp | 78.6%+13.5pp | 67.2%+24.9pp |
| Annual return | 11.78% | 17.13%-5.4pp | 70.17%-58.4pp | 1369.70%-1357.9pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $4,347-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,998 | $4,505-11.2% | $6,035-33.8% | $4,350-8.1% |
| Admin fee / account holder | $21 | $2,234-99.0% | $12,695-99.8% | $1,945-98.9% |