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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $684 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,163 | $60,989-70.2% | $60,919-70.2% | $66,949-72.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -14.62% | -9.60%-5.0pp | 16.96%-31.6pp | 1.57%-16.2pp |
| Employer contribution / active EE | $901 | $2,661-66.1% | $2,704-66.7% | $2,545-64.6% |
| Participant deferral / active EE | $1,225 | $3,615-66.1% | $3,814-67.9% | $4,239-71.1% |
| Admin fee / account holder | $421 | $338+24.4% | $3,228-87.0% | $594-29.1% |