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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,543 | $42,582-58.8% | $171,082-89.7% | $57,658-69.6% |
| Participation rate | 42.6% | 63.9%-21.3pp | 76.7%-34.0pp | 70.2%-27.6pp |
| Annual return | 6.51% | 308.67%-302.2pp | 32.56%-26.1pp | 5.13%+1.4pp |
| Employer contribution / active EE | $416 | $1,306-68.2% | $4,002-89.6% | $1,974-78.9% |
| Participant deferral / active EE | $1,038 | $2,933-64.6% | $4,797-78.4% | $3,061-66.1% |
| Admin fee / account holder | $47 | $82-42.8% | $8,520-99.4% | $95-50.2% |