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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,966 | $26,549+65.6% | $61,452-28.5% | $66,938-34.3% |
| Participation rate | 22.7% | 38.1%-15.4pp | 52.6%-29.9pp | 69.8%-47.1pp |
| Annual return | -17.15% | -16.21%-0.9pp | 338.96%-356.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,160-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $875 | $1,338-34.6% | $2,125-58.8% | $4,238-79.4% |
| Admin fee / account holder | $665 | $409+62.8% | $2,131-68.8% | $594+12.1% |