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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $56,255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
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 | $29,907 | $40,278-25.7% | $80,607-62.9% | $80,149-62.7% |
| Participation rate | 23.2% | 47.5%-24.3pp | 67.0%-43.8pp | 72.9%-49.7pp |
| Annual return | 1899.98% | 50.86%+1849.1pp | 936.11%+963.9pp | 40.39%+1859.6pp |
| Employer contribution / active EE | $827 | $1,332-37.9% | $2,724-69.6% | $2,977-72.2% |
| Participant deferral / active EE | $1,634 | $2,696-39.4% | $4,448-63.3% | $5,015-67.4% |
| Admin fee / account holder | $180 | $210-14.5% | $5,379-96.7% | $145+24.0% |