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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 39-0394950 | Bank Trustee | $301 |
Filed as: FIDUCIARY PARTNERS Service code 21 · EIN 39-1619761 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,384 | $44,425-42.9% | $67,834-62.6% | $55,167-54.0% |
| Participation rate | 67.5% | 59.7%+7.8pp | 68.8%-1.3pp | 69.0%-1.5pp |
| Annual return | 15.79% | 17.80%-2.0pp | 138.47%-122.7pp | 169.23%-153.4pp |
| Employer contribution / active EE | $377 | $1,351-72.1% | $2,403-84.3% | $1,963-80.8% |
| Participant deferral / active EE | $2,121 | $2,166-2.1% | $3,160-32.9% | $3,054-30.6% |
| Admin fee / account holder | $173 | $530-67.4% | $4,622-96.3% | $504-65.6% |