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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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).
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 | $72,160 | $63,114+14.3% | $92,903-22.3% | $65,185+10.7% |
| Participation rate | 37.3% | 68.8%-31.5pp | 76.0%-38.7pp | 70.2%-32.9pp |
| Annual return | 20.11% | 28.75%-8.6pp | 109.43%-89.3pp | 29.38%-9.3pp |
| Employer contribution / active EE | $547 | $2,571-78.7% | $3,653-85.0% | $2,177-74.9% |
| Participant deferral / active EE | $1,726 | $3,108-44.5% | $4,238-59.3% | $3,514-50.9% |
| Admin fee / account holder | $186 | $624-70.3% | $5,795-96.8% | $847-78.1% |