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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $654 |
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).
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 | $6,498 | $43,338-85.0% | $59,887-89.1% | $64,173-89.9% |
| Participation rate | 78.6% | 69.2%+9.4pp | 74.7%+3.9pp | 69.6%+9.0pp |
| Annual return | -3.52% | -1.55%-2.0pp | 3.46%-7.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $200 | $2,030-90.1% | $2,722-92.6% | $2,381-91.6% |
| Participant deferral / active EE | $802 | $2,547-68.5% | $3,402-76.4% | $3,470-76.9% |
| Admin fee / account holder | $12 | $3,007-99.6% | $3,591-99.7% | $4,887-99.7% |