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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,099 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
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 | $30,132 | $73,102-58.8% | $123,553-75.6% | $56,289-46.5% |
| Participation rate | 48.6% | 74.3%-25.7pp | 82.3%-33.7pp | 69.9%-21.2pp |
| Annual return | 0.21% | 3.01%-2.8pp | 119.21%-119.0pp | -9.96%+10.2pp |
| Employer contribution / active EE | $78 | $2,977-97.4% | $4,628-98.3% | $2,111-96.3% |
| Participant deferral / active EE | $3,407 | $5,423-37.2% | $6,426-47.0% | $3,350+1.7% |
| Admin fee / account holder | $39 | $554-93.0% | $9,284-99.6% | $521-92.5% |