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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 | Recordkeeping | $243 |
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).
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 | $12,564 | $31,679-60.3% | $74,722-83.2% | $65,185-80.7% |
| Participation rate | 30.0% | 40.4%-10.4pp | 54.5%-24.5pp | 70.2%-40.2pp |
| Annual return | 24.17% | 39.04%-14.9pp | 753.11%-728.9pp | 29.38%-5.2pp |
| Employer contribution / active EE | $0 | $566-99.9% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,451 | $1,191+21.8% | $1,963-26.1% | $3,514-58.7% |
| Admin fee / account holder | $148 | $379-61.0% | $3,335-95.6% | $847-82.6% |