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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $519 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $24,789 | $52,961-53.2% | $172,755-85.7% | $65,185-62.0% |
| Participation rate | 61.2% | 66.2%-5.0pp | 82.6%-21.5pp | 70.2%-9.0pp |
| Annual return | 30.47% | 30.12%+0.3pp | 802.94%-772.5pp | 29.38%+1.1pp |
| Employer contribution / active EE | $320 | $2,190-85.4% | $5,144-93.8% | $2,177-85.3% |
| Participant deferral / active EE | $1,789 | $2,471-27.6% | $5,198-65.6% | $3,514-49.1% |
| Admin fee / account holder | $373 | $472-21.0% | $13,955-97.3% | $847-56.0% |