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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $9,611 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,432 | $56,540-85.1% | $185,851-95.5% | $86,821-90.3% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 118.66% | 118.20%+0.5pp | 122.11%-3.4pp | 97.94%+20.7pp |
| Employer contribution / active EE | $1,397 | $1,844-24.2% | $5,168-73.0% | $2,406-41.9% |
| Participant deferral / active EE | $668 | $2,555-73.9% | $5,569-88.0% | $4,132-83.8% |
| Admin fee / account holder | $23 | $150-84.9% | $16,245-99.9% | $170-86.7% |