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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $293 |
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 | $12,704 | $58,726-78.4% | $92,240-86.2% | $62,293-79.6% |
| Participation rate | 31.5% | 68.3%-36.8pp | 76.5%-44.9pp | 69.5%-38.0pp |
| Annual return | 31.75% | 43.62%-11.9pp | 176.29%-144.5pp | 28.90%+2.9pp |
| Employer contribution / active EE | $819 | $2,392-65.8% | $3,680-77.7% | $2,042-59.9% |
| Participant deferral / active EE | $1,255 | $2,766-54.6% | $3,897-67.8% | $3,169-60.4% |
| Admin fee / account holder | $18 | $556-96.7% | $5,194-99.6% | $479-96.2% |