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| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $7,464 |
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).
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 | $9,864 | $49,138-79.9% | $84,021-88.3% | $65,185-84.9% |
| Participation rate | 36.4% | 60.7%-24.3pp | 69.0%-32.6pp | 70.2%-33.8pp |
| Annual return | 53.49% | 23.00%+30.5pp | 71.32%-17.8pp | 29.38%+24.1pp |
| Employer contribution / active EE | $903 | $914-1.2% | $1,984-54.5% | $2,177-58.5% |
| Participant deferral / active EE | $1,510 | $2,397-37.0% | $3,239-53.4% | $3,514-57.0% |
| Admin fee / account holder | $35 | $543-93.5% | $6,102-99.4% | $847-95.8% |