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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $50 |
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 | $36,055 | $63,905-43.6% | $74,184-51.4% | $57,658-37.5% |
| Participation rate | 27.8% | 79.8%-51.9pp | 76.6%-48.8pp | 70.2%-42.4pp |
| Annual return | 10.77% | 60.60%-49.8pp | 17.74%-7.0pp | 5.13%+5.6pp |
| Employer contribution / active EE | $534 | $1,840-71.0% | $2,370-77.5% | $1,974-72.9% |
| Participant deferral / active EE | $924 | $3,448-73.2% | $3,550-74.0% | $3,061-69.8% |
| Admin fee / account holder | $0 | $91-99.5% | $5,586-100.0% | $95-99.5% |