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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $578 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,528 | $31,109-59.7% | $67,704-81.5% | $52,331-76.1% |
| Participation rate | 51.6% | 54.0%-2.4pp | 67.5%-15.9pp | 68.1%-16.5pp |
| Annual return | -1.16% | 23.70%-24.9pp | 25.41%-26.6pp | 4.54%-5.7pp |
| Employer contribution / active EE | $412 | $1,076-61.7% | $2,559-83.9% | $1,882-78.1% |
| Participant deferral / active EE | $1,078 | $1,970-45.3% | $3,585-69.9% | $3,022-64.3% |
| Admin fee / account holder | $16 | $466-96.5% | $4,255-99.6% | $592-97.3% |