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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 39-1816008 | Other Services | $4,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,829 | $91,559-71.8% | $133,959-80.7% | $79,858-67.7% |
| Participation rate | 61.7% | 73.3%-11.6pp | 79.8%-18.1pp | 69.6%-7.9pp |
| Annual return | 16.03% | 61.85%-45.8pp | 45.09%-29.1pp | 31.72%-15.7pp |
| Employer contribution / active EE | $1,147 | $2,384-51.9% | $3,919-70.7% | $2,471-53.6% |
| Participant deferral / active EE | $2,893 | $3,734-22.5% | $5,047-42.7% | $3,740-22.6% |
| Admin fee / account holder | $59 | $6,321-99.1% | $8,928-99.3% | $5,306-98.9% |