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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,467 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,674 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,137 | $34,316+72.3% | $74,723-20.9% | $72,976-19.0% |
| Participation rate | 30.8% | 42.4%-11.6pp | 54.5%-23.7pp | 69.5%-38.7pp |
| Annual return | 18.58% | 26.58%-8.0pp | 753.18%-734.6pp | 81.02%-62.4pp |
| Employer contribution / active EE | $304 | $692-56.1% | $1,084-72.0% | $2,440-87.6% |
| Participant deferral / active EE | $851 | $1,272-33.1% | $1,962-56.6% | $3,608-76.4% |
| Admin fee / account holder | $406 | $2,125-80.9% | $3,335-87.8% | $5,124-92.1% |