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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,583 | $66,528-43.5% | $86,625-56.6% | $86,821-56.7% |
| Participation rate | 28.4% | 72.4%-43.9pp | 71.6%-43.2pp | 72.3%-43.8pp |
| Annual return | 18.64% | 19.56%-0.9pp | 63.52%-44.9pp | 97.94%-79.3pp |
| Employer contribution / active EE | $1,328 | $2,007-33.9% | $2,496-46.8% | $2,406-44.8% |
| Participant deferral / active EE | $2,282 | $3,240-29.6% | $3,700-38.3% | $4,132-44.8% |
| Admin fee / account holder | $148 | $1480% | $5,830-97.5% | $170-12.6% |