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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $70 |
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.
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 | $8,768 | $63,114-86.1% | $92,903-90.6% | $65,185-86.5% |
| Participation rate | 26.0% | 68.8%-42.8pp | 76.0%-50.0pp | 70.2%-44.2pp |
| Annual return | 53.59% | 28.75%+24.8pp | 109.43%-55.8pp | 29.38%+24.2pp |
| Employer contribution / active EE | $518 | $2,571-79.8% | $3,653-85.8% | $2,177-76.2% |
| Participant deferral / active EE | $1,575 | $3,108-49.3% | $4,238-62.8% | $3,514-55.2% |
| Admin fee / account holder | $8 | $624-98.6% | $5,795-99.9% | $847-99.0% |