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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $19,044 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $4,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,492 | $52,967-21.7% | $172,753-76.0% | $65,186-36.3% |
| Participation rate | 64.6% | 66.2%-1.6pp | 82.6%-18.0pp | 70.2%-5.6pp |
| Annual return | 67.94% | 30.12%+37.8pp | 803.00%-735.1pp | 29.39%+38.6pp |
| Employer contribution / active EE | $655 | $2,190-70.1% | $5,144-87.3% | $2,177-69.9% |
| Participant deferral / active EE | $2,354 | $2,471-4.7% | $5,198-54.7% | $3,514-33.0% |
| Admin fee / account holder | $77 | $472-83.7% | $13,956-99.5% | $847-90.9% |