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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,247 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,530 | $52,293-91.3% | $178,498-97.5% | $73,412-93.8% |
| Participation rate | 33.8% | 65.3%-31.5pp | 81.9%-48.1pp | 72.2%-38.3pp |
| Annual return | 19.20% | 34.75%-15.5pp | 151.09%-131.9pp | 59.30%-40.1pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $747 | $2,332-68.0% | $5,202-85.6% | $3,806-80.4% |
| Admin fee / account holder | $37 | $127-70.6% | $13,985-99.7% | $158-76.3% |