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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $825 |
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.
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 | $5,086 | $44,473-88.6% | $76,518-93.4% | $55,725-90.9% |
| Participation rate | 24.5% | 51.0%-26.4pp | 68.0%-43.5pp | 70.9%-46.3pp |
| Annual return | -7.22% | -2.01%-5.2pp | -0.27%-7.0pp | 244.93%-252.2pp |
| Employer contribution / active EE | $371 | $1,101-66.3% | $2,647-86.0% | $2,078-82.1% |
| Participant deferral / active EE | $81 | $1,988-95.9% | $3,836-97.9% | $3,356-97.6% |
| Admin fee / account holder | $206 | $134+53.7% | $4,849-95.7% | $115+79.0% |