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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $262 |
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).
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 | $20,914 | $32,425-35.5% | $74,577-72.0% | $55,167-62.1% |
| Participation rate | 52.4% | 54.0%-1.6pp | 68.1%-15.7pp | 69.0%-16.6pp |
| Annual return | 8.66% | 10.63%-2.0pp | 20.47%-11.8pp | 169.23%-160.6pp |
| Employer contribution / active EE | $102 | $1,043-90.3% | $2,525-96.0% | $1,963-94.8% |
| Participant deferral / active EE | $1,129 | $1,995-43.4% | $3,458-67.4% | $3,054-63.0% |
| Admin fee / account holder | $95 | $748-87.3% | $4,138-97.7% | $504-81.1% |