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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $386 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
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 | $42,471 | $55,453-23.4% | $170,435-75.1% | $62,293-31.8% |
| Participation rate | 66.9% | 66.4%+0.6pp | 83.6%-16.6pp | 69.5%-2.6pp |
| Annual return | 21.16% | 21.38%-0.2pp | 205.94%-184.8pp | 28.90%-7.7pp |
| Employer contribution / active EE | $3,944 | $2,164+82.3% | $5,432-27.4% | $2,042+93.1% |
| Participant deferral / active EE | $10,229 | $2,303+344.2% | $4,939+107.1% | $3,169+222.8% |
| Admin fee / account holder | $178 | $455-60.8% | $13,881-98.7% | $479-62.8% |