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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $11,084 | $46,072-75.9% | $69,779-84.1% | $55,167-79.9% |
| Participation rate | 46.3% | 67.5%-21.2pp | 71.8%-25.5pp | 69.0%-22.7pp |
| Annual return | 9.79% | 8.68%+1.1pp | 12.99%-3.2pp | 169.23%-159.4pp |
| Employer contribution / active EE | $381 | $1,500-74.6% | $2,338-83.7% | $1,963-80.6% |
| Participant deferral / active EE | $1,099 | $2,344-53.1% | $2,931-62.5% | $3,054-64.0% |
| Admin fee / account holder | $82 | $428-80.8% | $4,381-98.1% | $504-83.7% |