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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,325 |
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).
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 | $6,113 | $31,424-80.5% | $81,473-92.5% | $69,631-91.2% |
| Participation rate | 40.2% | 50.8%-10.7pp | 68.0%-27.8pp | 70.7%-30.5pp |
| Annual return | 13.31% | 22.44%-9.1pp | 38.78%-25.5pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $327 | $1,029-68.2% | $2,568-87.3% | $2,032-83.9% |
| Participant deferral / active EE | $901 | $1,838-51.0% | $3,537-74.5% | $3,224-72.0% |
| Admin fee / account holder | $59 | $103-42.0% | $4,561-98.7% | $110-46.2% |