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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $7,524 |
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 | $18,659 | $71,802-74.0% | $133,975-86.1% | $57,658-67.6% |
| Participation rate | 68.4% | 85.5%-17.0pp | 87.1%-18.6pp | 70.2%-1.8pp |
| Annual return | 8.79% | 13.51%-4.7pp | 29.29%-20.5pp | 5.13%+3.7pp |
| Employer contribution / active EE | $0 | $3,161-100.0% | $5,211-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $4,076 | $4,606-11.5% | $6,282-35.1% | $3,061+33.2% |
| Admin fee / account holder | $31 | $88-64.4% | $9,324-99.7% | $95-67.0% |