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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $460 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,112 | $65,322-66.1% | $70,476-68.6% | $73,493-69.9% |
| Participation rate | 66.4% | 77.0%-10.6pp | 75.1%-8.7pp | 70.7%-4.3pp |
| Annual return | 21.03% | 15.71%+5.3pp | 109.12%-88.1pp | 28.51%-7.5pp |
| Employer contribution / active EE | $1,578 | $2,460-35.9% | $2,738-42.4% | $2,270-30.5% |
| Participant deferral / active EE | $1,010 | $3,375-70.1% | $3,710-72.8% | $3,740-73.0% |
| Admin fee / account holder | $55 | $214-74.1% | $3,847-98.6% | $513-89.2% |