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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,928 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,302 | $44,473-81.3% | $76,523-89.2% | $55,725-85.1% |
| Participation rate | 63.6% | 51.0%+12.6pp | 68.0%-4.4pp | 70.9%-7.2pp |
| Annual return | -7.73% | -2.01%-5.7pp | -0.27%-7.5pp | 244.93%-252.7pp |
| Employer contribution / active EE | $481 | $1,101-56.3% | $2,647-81.8% | $2,078-76.8% |
| Participant deferral / active EE | $1,309 | $1,988-34.2% | $3,835-65.9% | $3,356-61.0% |
| Admin fee / account holder | $0 | $134-100.0% | $4,848-100.0% | $115-100.0% |