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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $48 |
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 | $9,769 | $58,714-83.4% | $142,874-93.2% | $85,856-88.6% |
| Participation rate | 19.7% | 58.5%-38.8pp | 72.0%-52.2pp | 69.3%-49.6pp |
| Annual return | 15.38% | 27.73%-12.4pp | 5638.58%-5623.2pp | 318.58%-303.2pp |
| Employer contribution / active EE | $355 | $1,423-75.0% | $4,145-91.4% | $2,565-86.1% |
| Participant deferral / active EE | $877 | $2,608-66.4% | $3,838-77.2% | $3,952-77.8% |
| Admin fee / account holder | $21 | $4,241-99.5% | $6,561-99.7% | $6,261-99.7% |