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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $21,839 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,919 | $72,639-42.3% | $90,766-53.8% | $66,949-37.4% |
| Participation rate | 24.5% | 73.7%-49.2pp | 75.7%-51.2pp | 69.8%-45.3pp |
| Annual return | -13.76% | -12.28%-1.5pp | -12.16%-1.6pp | 1.57%-15.3pp |
| Employer contribution / active EE | $680 | $2,369-71.3% | $2,922-76.7% | $2,545-73.3% |
| Participant deferral / active EE | $1,166 | $3,979-70.7% | $4,565-74.5% | $4,239-72.5% |
| Admin fee / account holder | $33 | $708-95.4% | $8,446-99.6% | $594-94.5% |