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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $200 |
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).
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 | $22,951 | $43,133-46.8% | $89,435-74.3% | $73,497-68.8% |
| Participation rate | 36.8% | 55.0%-18.2pp | 68.0%-31.2pp | 70.7%-33.9pp |
| Annual return | 25.53% | 135.66%-110.1pp | 245.55%-220.0pp | 28.51%-3.0pp |
| Employer contribution / active EE | $528 | $1,438-63.3% | $2,587-79.6% | $2,270-76.8% |
| Participant deferral / active EE | $1,035 | $2,445-57.6% | $3,890-73.4% | $3,740-72.3% |
| Admin fee / account holder | $22 | $444-95.1% | $4,884-99.6% | $513-95.7% |