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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,215 |
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 | $30,785 | $49,138-37.4% | $84,020-63.4% | $65,185-52.8% |
| Participation rate | 48.2% | 60.7%-12.5pp | 69.0%-20.8pp | 70.2%-22.0pp |
| Annual return | 22.22% | 23.00%-0.8pp | 71.31%-49.1pp | 29.38%-7.2pp |
| Employer contribution / active EE | $2,190 | $914+139.7% | $1,984+10.4% | $2,177+0.6% |
| Participant deferral / active EE | $4,301 | $2,397+79.4% | $3,239+32.8% | $3,514+22.4% |
| Admin fee / account holder | $35 | $543-93.6% | $6,101-99.4% | $847-95.9% |