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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $212 |
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).
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 | $36,490 | $47,448-23.1% | $94,993-61.6% | $62,293-41.4% |
| Participation rate | 32.0% | 66.5%-34.5pp | 73.9%-41.9pp | 69.5%-37.5pp |
| Annual return | 19.18% | 22.64%-3.5pp | 27.14%-8.0pp | 28.90%-9.7pp |
| Employer contribution / active EE | $101 | $1,300-92.2% | $2,603-96.1% | $2,042-95.1% |
| Participant deferral / active EE | $1,332 | $2,375-43.9% | $3,317-59.8% | $3,169-58.0% |
| Admin fee / account holder | $187 | $434-56.9% | $4,960-96.2% | $479-60.9% |