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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $46,158 | $50,898-9.3% | $171,082-73.0% | $55,167-16.3% |
| Participation rate | 61.6% | 63.3%-1.6pp | 76.7%-15.1pp | 69.0%-7.3pp |
| Annual return | 7.15% | 15.34%-8.2pp | 32.56%-25.4pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,134 | $1,433-20.9% | $4,002-71.7% | $1,963-42.2% |
| Participant deferral / active EE | $2,385 | $2,994-20.3% | $4,797-50.3% | $3,054-21.9% |
| Admin fee / account holder | $19 | $500-96.3% | $8,520-99.8% | $504-96.3% |