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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $100 |
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 | $17,576 | $54,590-67.8% | $81,926-78.5% | $73,493-76.1% |
| Participation rate | 44.6% | 68.3%-23.7pp | 72.0%-27.4pp | 70.7%-26.1pp |
| Annual return | 16.43% | 17.74%-1.3pp | 29.49%-13.1pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,050 | $1,636-35.8% | $4,310-75.6% | $2,270-53.8% |
| Participant deferral / active EE | $1,757 | $2,759-36.3% | $7,108-75.3% | $3,740-53.0% |
| Admin fee / account holder | $88 | $592-85.1% | $5,159-98.3% | $513-82.8% |