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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Recordkeeping and information managem... | $12,360 |
Participant 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,796 | $71,192-17.4% | $117,861-50.1% | $62,293-5.6% |
| Participation rate | 92.1% | 74.2%+17.8pp | 79.7%+12.4pp | 69.5%+22.5pp |
| Annual return | 19.42% | 18.66%+0.8pp | 335.11%-315.7pp | 28.90%-9.5pp |
| Employer contribution / active EE | $3,404 | $1,934+76.0% | $3,786-10.1% | $2,042+66.7% |
| Participant deferral / active EE | $1,179 | $3,189-63.0% | $4,482-73.7% | $3,169-62.8% |
| Admin fee / account holder | $328 | $587-44.1% | $8,021-95.9% | $479-31.5% |