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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $818 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,208 | $67,594-64.2% | $77,361-68.7% | $69,733-65.3% |
| Participation rate | 62.6% | 71.7%-9.1pp | 75.0%-12.4pp | 62.5%+0.1pp |
| Annual return | 11.50% | 19.20%-7.7pp | 1011.54%-1000.0pp | 15.22%-3.7pp |
| Employer contribution / active EE | $2,254 | $2,649-14.9% | $2,990-24.6% | $2,250+0.1% |
| Participant deferral / active EE | $1,300 | $3,401-61.8% | $3,911-66.8% | $3,054-57.4% |
| Admin fee / account holder | $36 | $1,159-96.9% | $5,894-99.4% | $3,102-98.8% |