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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,417 | $84,236-80.5% | $170,435-90.4% | $70,126-76.6% |
| Participation rate | 45.7% | 70.8%-25.2pp | 83.6%-37.9pp | 69.5%-23.9pp |
| Annual return | 17.08% | 23.06%-6.0pp | 205.94%-188.9pp | 73.15%-56.1pp |
| Employer contribution / active EE | $264 | $3,387-92.2% | $5,432-95.1% | $2,343-88.7% |
| Participant deferral / active EE | $965 | $3,086-68.7% | $4,939-80.5% | $3,332-71.0% |
| Admin fee / account holder | $200 | $5,698-96.5% | $13,881-98.6% | $4,645-95.7% |