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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,331 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,383 | $88,083-66.6% | $164,813-82.2% | $74,495-60.6% |
| Participation rate | 62.3% | 73.0%-10.7pp | 78.6%-16.3pp | 67.2%-4.9pp |
| Annual return | 13.10% | 17.26%-4.2pp | 69.93%-56.8pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $422 | $2,593-83.7% | $4,341-90.3% | $2,623-83.9% |
| Participant deferral / active EE | $3,069 | $4,498-31.8% | $6,031-49.1% | $4,346-29.4% |
| Admin fee / account holder | $375 | $2,234-83.2% | $12,690-97.0% | $1,942-80.7% |