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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
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 | $9,545 | $48,261-80.2% | $68,612-86.1% | $55,725-82.9% |
| Participation rate | 21.8% | 71.0%-49.2pp | 72.2%-50.4pp | 70.9%-49.0pp |
| Annual return | -25.15% | -2.61%-22.5pp | -4.63%-20.5pp | 244.93%-270.1pp |
| Employer contribution / active EE | $716 | $1,742-58.9% | $2,625-72.7% | $2,078-65.5% |
| Participant deferral / active EE | $1,581 | $2,712-41.7% | $3,311-52.2% | $3,356-52.9% |
| Admin fee / account holder | $79 | $126-37.2% | $5,131-98.5% | $115-31.2% |