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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,264 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,821 | $83,045-72.5% | $130,045-82.5% | $71,511-68.1% |
| Participation rate | 66.9% | 74.1%-7.2pp | 78.5%-11.6pp | 67.9%-1.0pp |
| Annual return | 20.07% | 20.61%-0.5pp | -137.30%+157.4pp | 28.86%-8.8pp |
| Employer contribution / active EE | $423 | $2,623-83.9% | $4,321-90.2% | $2,589-83.7% |
| Participant deferral / active EE | $2,886 | $4,436-34.9% | $5,820-50.4% | $4,291-32.7% |
| Admin fee / account holder | $287 | $1,727-83.4% | $10,600-97.3% | $1,588-81.9% |