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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,686 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,865 | $33,745-64.8% | $64,105-81.5% | $55,191-78.5% |
| Participation rate | 21.1% | 59.4%-38.3pp | 68.2%-47.1pp | 69.2%-48.1pp |
| Annual return | 8.37% | 4.95%+3.4pp | 791.24%-782.9pp | 10.78%-2.4pp |
| Employer contribution / active EE | $279 | $641-56.5% | $1,820-84.7% | $1,899-85.3% |
| Participant deferral / active EE | $1,365 | $1,929-29.2% | $2,822-51.6% | $3,046-55.2% |
| Admin fee / account holder | $18 | $94-80.9% | $4,499-99.6% | $91-80.2% |