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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $756 |
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).
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 | $28,433 | $63,924-55.5% | $108,582-73.8% | $55,167-48.5% |
| Participation rate | 58.3% | 74.3%-16.0pp | 79.6%-21.2pp | 69.0%-10.7pp |
| Annual return | 8.25% | 15.31%-7.1pp | -51.70%+59.9pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,152 | $1,879-38.7% | $3,758-69.3% | $1,963-41.3% |
| Participant deferral / active EE | $1,885 | $3,067-38.5% | $4,311-56.3% | $3,054-38.3% |
| Admin fee / account holder | $26 | $618-95.8% | $7,645-99.7% | $504-94.9% |