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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $125 |
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 | $15,161 | $33,067-54.2% | $76,518-80.2% | $56,289-73.1% |
| Participation rate | 38.9% | 55.4%-16.5pp | 68.0%-29.1pp | 69.9%-30.9pp |
| Annual return | 7.49% | 2.72%+4.8pp | -0.27%+7.8pp | -9.96%+17.4pp |
| Employer contribution / active EE | $521 | $1,200-56.6% | $2,647-80.3% | $2,111-75.3% |
| Participant deferral / active EE | $1,001 | $2,240-55.3% | $3,836-73.9% | $3,350-70.1% |
| Admin fee / account holder | $60 | $537-88.8% | $4,849-98.8% | $521-88.4% |