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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 61-1758632 | Other Fees | $12,562 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,169 | $78,682-70.6% | $109,188-78.8% | $85,851-73.0% |
| Participation rate | 90.7% | 68.3%+22.4pp | 75.9%+14.8pp | 69.3%+21.4pp |
| Annual return | 17.27% | 25.09%-7.8pp | 25.76%-8.5pp | 318.63%-301.4pp |
| Employer contribution / active EE | $608 | $2,734-77.7% | $3,723-83.7% | $2,565-76.3% |
| Participant deferral / active EE | $2,248 | $3,468-35.2% | $4,654-51.7% | $3,952-43.1% |
| Admin fee / account holder | $50 | $5,470-99.1% | $6,755-99.3% | $6,261-99.2% |