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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,105 |
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).
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 | $30,599 | $35,949-14.9% | $88,632-65.5% | $65,186-53.1% |
| Participation rate | 53.8% | 56.4%-2.6pp | 68.8%-15.0pp | 70.2%-16.4pp |
| Annual return | 24.63% | 47.52%-22.9pp | 43.75%-19.1pp | 29.39%-4.8pp |
| Employer contribution / active EE | $259 | $1,047-75.2% | $2,101-87.7% | $2,177-88.1% |
| Participant deferral / active EE | $1,466 | $1,870-21.6% | $2,917-49.8% | $3,514-58.3% |
| Admin fee / account holder | $32 | $496-93.6% | $4,308-99.3% | $847-96.3% |