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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $17,528 |
Annual investment return 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $1,462 | $37,196-96.1% | $154,114-99.1% | $55,725-97.4% |
| Participation rate | 83.0% | 64.1%+18.9pp | 83.0%-0.1pp | 70.9%+12.1pp |
| Annual return | -7.77% | 1319.68%-1327.4pp | 735.16%-742.9pp | 244.93%-252.7pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $920 | $2,068-55.5% | $5,081-81.9% | $3,356-72.6% |
| Admin fee / account holder | $25 | $102-75.1% | $13,411-99.8% | $115-78.1% |