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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,970 |
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).
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 | $7,804 | $45,050-82.7% | $63,018-87.6% | $70,126-88.9% |
| Participation rate | 96.8% | 69.5%+27.3pp | 74.8%+22.0pp | 69.5%+27.3pp |
| Annual return | 16.34% | 18.76%-2.4pp | 87.62%-71.3pp | 73.15%-56.8pp |
| Employer contribution / active EE | $441 | $2,052-78.5% | $2,761-84.0% | $2,343-81.2% |
| Participant deferral / active EE | $2,310 | $2,466-6.3% | $3,330-30.6% | $3,332-30.7% |
| Admin fee / account holder | $19 | $2,834-99.3% | $3,601-99.5% | $4,645-99.6% |