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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 04-2675571 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,097 | $61,052+68.9% | $142,898-27.9% | $79,391+29.9% |
| Participation rate | 15.2% | 60.1%-44.9pp | 72.0%-56.7pp | 70.7%-55.5pp |
| Annual return | 14.36% | 16.02%-1.7pp | 5639.64%-5625.3pp | 116.88%-102.5pp |
| Employer contribution / active EE | $597 | $1,481-59.7% | $4,146-85.6% | $2,428-75.4% |
| Participant deferral / active EE | $975 | $2,879-66.1% | $3,838-74.6% | $4,046-75.9% |
| Admin fee / account holder | $15 | $659-97.7% | $6,560-99.8% | $627-97.6% |