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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,450 |
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.
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,951 | $78,636-89.9% | $105,607-92.5% | $74,459-89.3% |
| Participation rate | 61.2% | 72.8%-11.6pp | 75.3%-14.1pp | 67.2%-6.0pp |
| Annual return | 13.70% | 15.96%-2.3pp | 116.11%-102.4pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $872 | $2,523-65.4% | $3,167-72.5% | $2,626-66.8% |
| Participant deferral / active EE | $1,669 | $4,322-61.4% | $5,011-66.7% | $4,350-61.6% |
| Admin fee / account holder | $99 | $2,220-95.5% | $10,958-99.1% | $1,945-94.9% |