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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $21,259 | $48,471-56.1% | $182,540-88.4% | $67,579-68.5% |
| Participation rate | 18.1% | 67.2%-49.0pp | 78.0%-59.8pp | 71.3%-53.1pp |
| Annual return | 25.45% | 31.08%-5.6pp | 148.58%-123.1pp | 378.56%-353.1pp |
| Employer contribution / active EE | $0 | $1,461-100.0% | $4,076-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $923 | $3,324-72.2% | $5,525-83.3% | $3,539-73.9% |
| Admin fee / account holder | $25 | $151-83.2% | $8,593-99.7% | $142-82.1% |