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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,616 |
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 | $26,999 | $46,732-42.2% | $156,551-82.8% | $55,167-51.1% |
| Participation rate | 56.7% | 65.8%-9.1pp | 84.0%-27.3pp | 69.0%-12.2pp |
| Annual return | 6.05% | 17.72%-11.7pp | 32.23%-26.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,054 | $2,204-6.8% | $4,871-57.8% | $3,054-32.7% |
| Admin fee / account holder | $3 | $418-99.4% | $13,028-100.0% | $504-99.5% |