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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $163 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,857 | $55,002-40.3% | $59,887-45.1% | $56,287-41.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 74.7%-8.0pp | 69.9%-3.2pp |
| Annual return | -9.28% | 1.13%-10.4pp | 3.46%-12.7pp | -9.96%+0.7pp |
| Employer contribution / active EE | $2,112 | $2,448-13.7% | $2,722-22.4% | $2,1110% |
| Participant deferral / active EE | $3,857 | $3,121+23.6% | $3,402+13.4% | $3,350+15.1% |
| Admin fee / account holder | $4 | $236-98.4% | $3,591-99.9% | $521-99.3% |