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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $21,867 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,085 | $58,344-33.0% | $98,483-60.3% | $86,821-55.0% |
| Participation rate | 23.5% | 68.4%-44.9pp | 73.3%-49.9pp | 72.3%-48.8pp |
| Annual return | 16.82% | 43.47%-26.6pp | 1494.38%-1477.6pp | 97.94%-81.1pp |
| Employer contribution / active EE | $59 | $2,008-97.0% | $2,961-98.0% | $2,406-97.5% |
| Participant deferral / active EE | $1,024 | $3,156-67.5% | $4,276-76.0% | $4,132-75.2% |
| Admin fee / account holder | $56 | $138-59.6% | $5,953-99.1% | $170-67.2% |