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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 | $54,558-4.0% | $76,051-31.1% | $74,400-29.6% |
| Participation rate | 87.3% | 60.3%+27.0pp | 69.1%+18.2pp | 67.2%+20.1pp |
| Annual return | 9.64% | 31.83%-22.2pp | 360.42%-350.8pp | 1367.51%-1357.9pp |
| Employer contribution / active EE | $1,581 | $1,778-11.1% | $2,690-41.2% | $2,624-39.8% |
| Participant deferral / active EE | $2,698 | $3,065-12.0% | $4,257-36.6% | $4,348-37.9% |
| Admin fee / account holder | $382 | $2,232-82.9% | $6,416-94.1% | $1,944-80.4% |