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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,248 |
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 | $25,487 | $22,714+12.2% | $59,496-57.2% | $55,191-53.8% |
| Participation rate | 38.4% | 37.5%+0.9pp | 54.6%-16.2pp | 69.2%-30.8pp |
| Annual return | -1.95% | -44.01%+42.1pp | 182.05%-184.0pp | 10.78%-12.7pp |
| Employer contribution / active EE | $35 | $418-91.5% | $1,153-96.9% | $1,899-98.1% |
| Participant deferral / active EE | $881 | $843+4.5% | $1,829-51.8% | $3,046-71.1% |
| Admin fee / account holder | $34 | $83-59.2% | $2,232-98.5% | $91-62.5% |