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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 66-0561870 | Recordkeeping | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,663 | $55,457-86.2% | $76,119-89.9% | $77,736-90.1% |
| Participation rate | 76.5% | 63.6%+12.9pp | 69.1%+7.4pp | 70.6%+5.9pp |
| Annual return | 14.87% | 17.09%-2.2pp | 361.25%-346.4pp | 31.26%-16.4pp |
| Employer contribution / active EE | $1,117 | $1,792-37.7% | $2,693-58.5% | $2,728-59.1% |
| Participant deferral / active EE | $1,365 | $3,454-60.5% | $4,259-67.9% | $4,651-70.6% |
| Admin fee / account holder | $32 | $411-92.2% | $6,421-99.5% | $433-92.6% |