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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $39,504 | $58,888-32.9% | $178,499-77.9% | $73,493-46.2% |
| Participation rate | 26.2% | 66.2%-40.0pp | 81.9%-55.7pp | 70.7%-44.5pp |
| Annual return | 13.33% | 24.86%-11.5pp | 151.10%-137.8pp | 28.51%-15.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,192 | $2,568-53.6% | $5,202-77.1% | $3,740-68.1% |
| Admin fee / account holder | $355 | $400-11.3% | $13,986-97.5% | $513-30.8% |