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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,396 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,508 | $53,901-28.6% | $134,162-71.3% | $73,493-47.6% |
| Participation rate | 38.0% | 62.8%-24.8pp | 72.2%-34.2pp | 70.7%-32.7pp |
| Annual return | 14.52% | 15.82%-1.3pp | 36.35%-21.8pp | 28.51%-14.0pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,705-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $737 | $2,739-73.1% | $3,500-78.9% | $3,740-80.3% |
| Admin fee / account holder | $43 | $581-92.7% | $6,685-99.4% | $513-91.7% |