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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $29,297 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $8,873 | $54,121-83.6% | $134,162-93.4% | $73,412-87.9% |
| Participation rate | 63.8% | 64.4%-0.6pp | 72.2%-8.4pp | 72.2%-8.4pp |
| Annual return | 13.64% | -312.52%+326.2pp | 36.35%-22.7pp | 59.30%-45.7pp |
| Employer contribution / active EE | $535 | $1,402-61.8% | $3,705-85.6% | $2,234-76.0% |
| Participant deferral / active EE | $1,441 | $2,844-49.3% | $3,500-58.8% | $3,806-62.1% |
| Admin fee / account holder | $118 | $132-11.2% | $6,685-98.2% | $158-25.6% |