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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
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 | $16,542 | $68,413-75.8% | $123,105-86.6% | $55,191-70.0% |
| Participation rate | 63.9% | 84.5%-20.7pp | 86.8%-22.9pp | 69.2%-5.3pp |
| Annual return | 6.13% | 6.30%-0.2pp | 13.22%-7.1pp | 10.78%-4.7pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $5,151-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,568 | $4,490-20.5% | $6,229-42.7% | $3,046+17.1% |
| Admin fee / account holder | $31 | $88-64.3% | $9,014-99.7% | $91-65.4% |