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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,844 |
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.
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).
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 | $9,616 | $46,745-79.4% | $60,547-84.1% | $52,331-81.6% |
| Participation rate | 69.8% | 58.6%+11.2pp | 68.0%+1.8pp | 68.1%+1.7pp |
| Annual return | 1.15% | 0.61%+0.5pp | 335.64%-334.5pp | 4.54%-3.4pp |
| Employer contribution / active EE | $0 | $1,259-100.0% | $2,419-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $831 | $2,145-61.2% | $3,328-75.0% | $3,022-72.5% |
| Admin fee / account holder | $0 | $537-100.0% | $4,536-100.0% | $592-100.0% |