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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,192 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,231 | $64,138-38.8% | $112,258-65.1% | $66,930-41.4% |
| Participation rate | 77.3% | 68.5%+8.8pp | 75.1%+2.2pp | 69.8%+7.5pp |
| Annual return | -17.19% | -13.81%-3.4pp | 27.47%-44.7pp | 1.57%-18.8pp |
| Employer contribution / active EE | $1,772 | $3,006-41.1% | $3,636-51.3% | $2,545-30.4% |
| Participant deferral / active EE | $4,318 | $3,694+16.9% | $4,728-8.7% | $4,238+1.9% |
| Admin fee / account holder | $348 | $625-44.3% | $6,411-94.6% | $593-41.3% |