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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $48,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,387 | $58,888-0.9% | $178,499-67.3% | $73,493-20.6% |
| Participation rate | 36.8% | 66.2%-29.4pp | 81.9%-45.1pp | 70.7%-33.9pp |
| Annual return | 16.30% | 24.86%-8.6pp | 151.10%-134.8pp | 28.51%-12.2pp |
| Employer contribution / active EE | $974 | $2,236-56.5% | $5,011-80.6% | $2,270-57.1% |
| Participant deferral / active EE | $1,887 | $2,568-26.5% | $5,202-63.7% | $3,740-49.6% |
| Admin fee / account holder | $550 | $400+37.3% | $13,986-96.1% | $513+7.1% |