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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $225 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,643 | $38,365-85.3% | $84,623-93.3% | $65,185-91.3% |
| Participation rate | 53.4% | 55.7%-2.3pp | 68.2%-14.8pp | 70.2%-16.8pp |
| Annual return | 0.00% | 32.00%-32.0pp | 258.77%-258.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $923 | $1,258-26.7% | $2,652-65.2% | $2,177-57.6% |
| Participant deferral / active EE | $2,263 | $2,278-0.7% | $3,899-42.0% | $3,514-35.6% |
| Admin fee / account holder | $82 | $451-81.8% | $4,913-98.3% | $847-90.3% |