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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $35,263 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,892 | $89,465-74.4% | $165,071-86.1% | $77,736-70.6% |
| Participation rate | 91.0% | 78.6%+12.3pp | 78.6%+12.4pp | 70.6%+20.4pp |
| Annual return | 36.64% | 28.86%+7.8pp | 70.17%-33.5pp | 31.26%+5.4pp |
| Employer contribution / active EE | $2,394 | $2,565-6.7% | $4,347-44.9% | $2,728-12.2% |
| Participant deferral / active EE | $3,935 | $4,904-19.8% | $6,035-34.8% | $4,651-15.4% |
| Admin fee / account holder | $82 | $340-75.8% | $12,695-99.4% | $433-81.0% |