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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $6,087 | $51,466-88.2% | $78,778-92.3% | $62,293-90.2% |
| Participation rate | 58.6% | 59.8%-1.2pp | 69.2%-10.6pp | 69.5%-10.9pp |
| Annual return | 0.00% | 19.96%-20.0pp | 35.62%-35.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $620 | $827-25.0% | $1,986-68.8% | $2,042-69.6% |
| Participant deferral / active EE | $1,704 | $2,147-20.6% | $2,958-42.4% | $3,169-46.2% |
| Admin fee / account holder | $49 | $489-89.9% | $5,134-99.0% | $479-89.7% |