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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $15,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
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 | $23,455 | $79,694-70.6% | $96,161-75.6% | $79,393-70.5% |
| Participation rate | 39.6% | 54.0%-14.4pp | 68.4%-28.8pp | 70.7%-31.1pp |
| Annual return | 14.32% | 40.84%-26.5pp | 192.01%-177.7pp | 116.87%-102.5pp |
| Employer contribution / active EE | $216 | $1,443-85.0% | $2,798-92.3% | $2,428-91.1% |
| Participant deferral / active EE | $1,244 | $2,539-51.0% | $4,349-71.4% | $4,046-69.3% |
| Admin fee / account holder | $293 | $630-53.5% | $5,538-94.7% | $627-53.2% |