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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $25,210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $104,829-100.0% | $142,942-100.0% | $79,634-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 76.8%-76.8pp | 62.5%-62.5pp |
| Annual return | 17.07% | 15.48%+1.6pp | 113.70%-96.6pp | 36.46%-19.4pp |
| Employer contribution / active EE | $220 | $3,867-94.3% | $4,139-94.7% | $2,529-91.3% |
| Participant deferral / active EE | $744 | $5,222-85.7% | $7,128-89.6% | $3,835-80.6% |
| Admin fee / account holder | $0 | $887-100.0% | $12,475-100.0% | $1,002-100.0% |