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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $198 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,658 | $65,453-47.0% | $86,691-60.0% | $66,930-48.2% |
| Participation rate | 65.3% | 75.5%-10.1pp | 76.6%-11.2pp | 69.8%-4.5pp |
| Annual return | -18.92% | -10.89%-8.0pp | 35.94%-54.9pp | 1.57%-20.5pp |
| Employer contribution / active EE | $1,831 | $2,154-15.0% | $2,837-35.5% | $2,545-28.1% |
| Participant deferral / active EE | $10,955 | $4,102+167.1% | $4,656+135.3% | $4,238+158.5% |
| Admin fee / account holder | $105 | $642-83.6% | $7,492-98.6% | $593-82.3% |