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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $738 |
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).
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 | $28,416 | $58,888-51.7% | $178,499-84.1% | $73,493-61.3% |
| Participation rate | 67.2% | 66.2%+0.9pp | 81.9%-14.8pp | 70.7%-3.5pp |
| Annual return | 26.92% | 24.86%+2.1pp | 151.10%-124.2pp | 28.51%-1.6pp |
| Employer contribution / active EE | $317 | $2,236-85.8% | $5,011-93.7% | $2,270-86.0% |
| Participant deferral / active EE | $1,940 | $2,568-24.5% | $5,202-62.7% | $3,740-48.1% |
| Admin fee / account holder | $255 | $400-36.4% | $13,986-98.2% | $513-50.3% |