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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,992 |
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 | $9,619 | $45,126-78.7% | $85,187-88.7% | $74,459-87.1% |
| Participation rate | 93.1% | 49.4%+43.8pp | 67.5%+25.6pp | 67.2%+25.9pp |
| Annual return | 13.60% | 26.30%-12.7pp | 66.67%-53.1pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $759 | $1,460-48.0% | $2,732-72.2% | $2,626-71.1% |
| Participant deferral / active EE | $2,892 | $2,738+5.6% | $4,525-36.1% | $4,350-33.5% |
| Admin fee / account holder | $161 | $2,212-92.7% | $6,162-97.4% | $1,945-91.7% |