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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,126 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,384 | $56,443-76.3% | $83,830-84.0% | $55,725-76.0% |
| Participation rate | 38.0% | 72.0%-34.0pp | 76.1%-38.1pp | 70.9%-32.8pp |
| Annual return | -12.12% | 393.67%-405.8pp | 850.97%-863.1pp | 244.93%-257.0pp |
| Employer contribution / active EE | $884 | $2,682-67.0% | $3,631-75.7% | $2,078-57.5% |
| Participant deferral / active EE | $1,521 | $2,965-48.7% | $4,082-62.7% | $3,356-54.7% |
| Admin fee / account holder | $183 | $156+17.0% | $5,479-96.7% | $115+58.7% |