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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $113 |
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).
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 | $10,681 | $47,448-77.5% | $94,993-88.8% | $62,293-82.9% |
| Participation rate | 41.8% | 66.5%-24.7pp | 73.9%-32.0pp | 69.5%-27.7pp |
| Annual return | 90.58% | 22.64%+67.9pp | 27.14%+63.4pp | 28.90%+61.7pp |
| Employer contribution / active EE | $336 | $1,300-74.2% | $2,603-87.1% | $2,042-83.6% |
| Participant deferral / active EE | $1,978 | $2,375-16.7% | $3,317-40.4% | $3,169-37.6% |
| Admin fee / account holder | $120 | $434-72.4% | $4,960-97.6% | $479-75.0% |