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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $640 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $39,815 | $80,753-50.7% | $136,298-70.8% | $62,293-36.1% |
| Participation rate | 43.5% | 73.5%-30.0pp | 81.9%-38.4pp | 69.5%-26.0pp |
| Annual return | 18.36% | 35.83%-17.5pp | 5156.27%-5137.9pp | 28.90%-10.5pp |
| Employer contribution / active EE | $984 | $2,884-65.9% | $4,696-79.0% | $2,042-51.8% |
| Participant deferral / active EE | $1,348 | $5,164-73.9% | $6,247-78.4% | $3,169-57.5% |
| Admin fee / account holder | $36 | $525-93.1% | $9,244-99.6% | $479-92.5% |