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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,720 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $5,750 | $42,582-86.5% | $171,082-96.6% | $57,658-90.0% |
| Participation rate | 71.7% | 63.9%+7.8pp | 76.7%-5.0pp | 70.2%+1.4pp |
| Annual return | 9.93% | 308.67%-298.7pp | 32.56%-22.6pp | 5.13%+4.8pp |
| Employer contribution / active EE | $377 | $1,306-71.2% | $4,002-90.6% | $1,974-80.9% |
| Participant deferral / active EE | $842 | $2,933-71.3% | $4,797-82.5% | $3,061-72.5% |
| Admin fee / account holder | $33 | $82-59.7% | $8,520-99.6% | $95-64.9% |