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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 35-0145825 | Indirect Investment Fees | $34,772 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,653 | $61,172-67.9% | $185,851-89.4% | $79,389-75.2% |
| Participation rate | 95.8% | 66.6%+29.2pp | 81.7%+14.1pp | 70.7%+25.1pp |
| Annual return | 13.41% | 19.45%-6.0pp | 122.11%-108.7pp | 116.89%-103.5pp |
| Employer contribution / active EE | $325 | $2,321-86.0% | $5,168-93.7% | $2,428-86.6% |
| Participant deferral / active EE | $1,342 | $2,788-51.9% | $5,569-75.9% | $4,046-66.8% |
| Admin fee / account holder | $0 | $710-100.0% | $16,245-100.0% | $626-100.0% |