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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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).
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 | $6,546 | $30,599-78.6% | $74,577-91.2% | $57,658-88.6% |
| Participation rate | 51.7% | 49.1%+2.5pp | 68.1%-16.5pp | 70.2%-18.6pp |
| Annual return | 7.35% | 14.24%-6.9pp | 20.47%-13.1pp | 5.13%+2.2pp |
| Employer contribution / active EE | $377 | $1,000-62.3% | $2,525-85.1% | $1,974-80.9% |
| Participant deferral / active EE | $1,051 | $1,805-41.8% | $3,458-69.6% | $3,061-65.7% |
| Admin fee / account holder | $93 | $98-5.2% | $4,138-97.8% | $95-1.7% |