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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $450 |
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).
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 | $5,743 | $26,479-78.3% | $74,722-92.3% | $77,775-92.6% |
| Participation rate | 6.4% | 37.6%-31.3pp | 54.5%-48.1pp | 73.2%-66.8pp |
| Annual return | 177.70% | 38.31%+139.4pp | 753.11%-575.4pp | 32.58%+145.1pp |
| Employer contribution / active EE | $0 | $440-100.0% | $1,084-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $145 | $1,074-86.5% | $1,963-92.6% | $3,966-96.3% |
| Admin fee / account holder | $5 | $119-95.4% | $3,335-99.8% | $100-94.6% |