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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,375 |
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.
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 | $3,373 | $28,416-88.1% | $73,550-95.4% | $69,631-95.2% |
| Participation rate | 56.8% | 38.3%+18.5pp | 54.9%+1.9pp | 70.7%-13.9pp |
| Annual return | 16.75% | -694.13%+710.9pp | -15.16%+31.9pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $544 | $897-39.3% | $1,804-69.8% | $3,224-83.1% |
| Admin fee / account holder | $23 | $104-78.0% | $2,320-99.0% | $110-79.2% |