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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $250 |
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.
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).
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 | $17,107 | $38,365-55.4% | $84,637-79.8% | $65,186-73.8% |
| Participation rate | 41.0% | 55.7%-14.6pp | 68.2%-27.2pp | 70.2%-29.2pp |
| Annual return | 2.65% | 32.00%-29.3pp | 258.82%-256.2pp | 29.39%-26.7pp |
| Employer contribution / active EE | $624 | $1,258-50.4% | $2,653-76.5% | $2,177-71.3% |
| Participant deferral / active EE | $1,201 | $2,278-47.3% | $3,900-69.2% | $3,514-65.8% |
| Admin fee / account holder | $57 | $451-87.4% | $4,914-98.8% | $847-93.3% |