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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 47-0098400 | Recordkeeping | $505 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,856 | $52,884-17.1% | $84,753-48.3% | $55,167-20.5% |
| Participation rate | 68.6% | 67.5%+1.1pp | 76.6%-7.9pp | 69.0%-0.3pp |
| Annual return | 15.70% | 18.03%-2.3pp | 22.78%-7.1pp | 169.23%-153.5pp |
| Employer contribution / active EE | $1,716 | $2,233-23.2% | $3,574-52.0% | $1,963-12.5% |
| Participant deferral / active EE | $2,532 | $2,644-4.2% | $3,712-31.8% | $3,054-17.1% |
| Admin fee / account holder | $5 | $581-99.1% | $5,333-99.9% | $504-99.0% |