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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 | Advisory (Participants) | $9,725 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,021 | $99,957-83.0% | $149,745-88.6% | $73,497-76.8% |
| Participation rate | 89.2% | 75.7%+13.5pp | 82.5%+6.7pp | 70.7%+18.5pp |
| Annual return | 16.57% | 53.87%-37.3pp | 276.72%-260.2pp | 28.51%-11.9pp |
| Employer contribution / active EE | $1,831 | $3,191-42.6% | $4,646-60.6% | $2,270-19.3% |
| Participant deferral / active EE | $1,961 | $6,073-67.7% | $6,843-71.3% | $3,740-47.6% |
| Admin fee / account holder | $262 | $551-52.4% | $9,312-97.2% | $513-48.9% |