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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,384 | $54,679-4.2% | $76,119-31.2% | $74,459-29.6% |
| Participation rate | 87.3% | 60.3%+26.9pp | 69.1%+18.2pp | 67.2%+20.0pp |
| Annual return | 9.64% | 31.90%-22.3pp | 361.25%-351.6pp | 1369.70%-1360.1pp |
| Employer contribution / active EE | $1,581 | $1,781-11.3% | $2,693-41.3% | $2,626-39.8% |
| Participant deferral / active EE | $2,698 | $3,072-12.2% | $4,259-36.7% | $4,350-38.0% |
| Admin fee / account holder | $382 | $2,238-82.9% | $6,421-94.1% | $1,945-80.4% |