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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $198 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
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 | $27,858 | $65,041-57.2% | $90,965-69.4% | $79,858-65.1% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.0%-35.7pp | 69.6%-36.3pp |
| Annual return | 15.34% | 30.45%-15.1pp | 134.57%-119.2pp | 31.72%-16.4pp |
| Employer contribution / active EE | $192 | $1,247-84.6% | $2,122-91.0% | $2,471-92.2% |
| Participant deferral / active EE | $1,254 | $2,512-50.1% | $3,373-62.8% | $3,740-66.5% |
| Admin fee / account holder | $24 | $4,536-99.5% | $5,960-99.6% | $5,306-99.5% |