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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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.
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 | $26,098 | $59,191-55.9% | $76,767-66.0% | $56,289-53.6% |
| Participation rate | 65.1% | 75.2%-10.1pp | 77.0%-11.9pp | 69.9%-4.8pp |
| Annual return | 5.51% | 6.62%-1.1pp | 2.43%+3.1pp | -9.96%+15.5pp |
| Employer contribution / active EE | $154 | $1,759-91.3% | $2,485-93.8% | $2,111-92.7% |
| Participant deferral / active EE | $1,535 | $3,255-52.8% | $3,852-60.1% | $3,350-54.2% |
| Admin fee / account holder | $273 | $489-44.3% | $6,675-95.9% | $521-47.7% |