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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,575 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,927 | $60,165-55.2% | $74,184-63.7% | $55,167-51.2% |
| Participation rate | 52.7% | 74.2%-21.4pp | 76.6%-23.9pp | 69.0%-16.3pp |
| Annual return | 7.42% | 10.00%-2.6pp | 17.74%-10.3pp | 169.23%-161.8pp |
| Employer contribution / active EE | $175 | $1,600-89.1% | $2,370-92.6% | $1,963-91.1% |
| Participant deferral / active EE | $1,918 | $2,973-35.5% | $3,550-46.0% | $3,054-37.2% |
| Admin fee / account holder | $38 | $419-91.0% | $5,586-99.3% | $504-92.5% |