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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $150 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,987 | $52,961-84.9% | $172,752-95.4% | $65,185-87.7% |
| Participation rate | 68.6% | 66.2%+2.4pp | 82.6%-14.1pp | 70.2%-1.6pp |
| Annual return | 21.34% | 30.12%-8.8pp | 802.97%-781.6pp | 29.38%-8.0pp |
| Employer contribution / active EE | $347 | $2,190-84.2% | $5,144-93.3% | $2,177-84.1% |
| Participant deferral / active EE | $1,490 | $2,471-39.7% | $5,198-71.3% | $3,514-57.6% |
| Admin fee / account holder | $3 | $472-99.4% | $13,955-100.0% | $847-99.6% |