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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,077 |
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).
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 | $29,406 | $64,909-54.7% | $82,312-64.3% | $62,293-52.8% |
| Participation rate | 55.2% | 74.9%-19.7pp | 76.9%-21.7pp | 69.5%-14.3pp |
| Annual return | 17.03% | 21.18%-4.2pp | 25.88%-8.8pp | 28.90%-11.9pp |
| Employer contribution / active EE | $312 | $1,676-81.4% | $2,428-87.2% | $2,042-84.7% |
| Participant deferral / active EE | $2,016 | $3,103-35.0% | $3,706-45.6% | $3,169-36.4% |
| Admin fee / account holder | $40 | $440-91.0% | $5,608-99.3% | $479-91.8% |