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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $555 |
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).
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 | $20,361 | $55,790-63.5% | $76,667-73.4% | $67,582-69.9% |
| Participation rate | 21.7% | 71.1%-49.3pp | 72.1%-50.4pp | 71.3%-49.5pp |
| Annual return | 31.79% | 64.45%-32.7pp | 1166.74%-1134.9pp | 378.57%-346.8pp |
| Employer contribution / active EE | $789 | $1,810-56.4% | $2,303-65.7% | $2,148-63.3% |
| Participant deferral / active EE | $1,804 | $2,875-37.3% | $3,336-45.9% | $3,539-49.0% |
| Admin fee / account holder | $100 | $159-37.1% | $6,423-98.4% | $142-29.6% |