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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,361 |
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).
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 | $28,546 | $56,511-49.5% | $185,837-84.6% | $86,813-67.1% |
| Participation rate | 53.8% | 65.5%-11.7pp | 81.7%-27.9pp | 72.3%-18.4pp |
| Annual return | 17.02% | 118.12%-101.1pp | 122.08%-105.1pp | 97.93%-80.9pp |
| Employer contribution / active EE | $231 | $1,844-87.5% | $5,168-95.5% | $2,406-90.4% |
| Participant deferral / active EE | $1,313 | $2,554-48.6% | $5,568-76.4% | $4,131-68.2% |
| Admin fee / account holder | $26 | $150-82.4% | $16,241-99.8% | $170-84.5% |