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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $737 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,988 | $56,095-78.6% | $178,503-93.3% | $90,274-86.7% |
| Participation rate | 1.2% | 65.6%-64.3pp | 81.9%-80.7pp | 73.4%-72.1pp |
| Annual return | 13.40% | 28.81%-15.4pp | 151.12%-137.7pp | 53.97%-40.6pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $72 | $2,669-97.3% | $5,202-98.6% | $4,231-98.3% |
| Admin fee / account holder | $59 | $101-41.0% | $13,987-99.6% | $114-48.0% |