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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,047 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,745 | $79,694-89.0% | $96,161-90.9% | $79,393-89.0% |
| Participation rate | 31.7% | 54.0%-22.3pp | 68.4%-36.8pp | 70.7%-39.0pp |
| Annual return | 13.69% | 40.84%-27.2pp | 192.01%-178.3pp | 116.87%-103.2pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,798-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $801 | $2,539-68.4% | $4,349-81.6% | $4,046-80.2% |
| Admin fee / account holder | $122 | $630-80.6% | $5,538-97.8% | $627-80.5% |