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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $152 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,599 | $36,767-35.8% | $81,473-71.0% | $62,293-62.1% |
| Participation rate | 15.0% | 54.4%-39.4pp | 68.0%-52.9pp | 69.5%-54.5pp |
| Annual return | 20.33% | 173.80%-153.5pp | 38.78%-18.5pp | 28.90%-8.6pp |
| Employer contribution / active EE | $286 | $1,128-74.6% | $2,568-88.9% | $2,042-86.0% |
| Participant deferral / active EE | $533 | $2,111-74.7% | $3,537-84.9% | $3,169-83.2% |
| Admin fee / account holder | $254 | $797-68.1% | $4,561-94.4% | $479-46.9% |