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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,163 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,703 | $39,245-9.0% | $64,105-44.3% | $52,331-31.8% |
| Participation rate | 53.1% | 58.2%-5.1pp | 68.2%-15.0pp | 68.1%-15.0pp |
| Annual return | -1.70% | 14.79%-16.5pp | 791.24%-792.9pp | 4.54%-6.2pp |
| Employer contribution / active EE | $133 | $736-81.9% | $1,820-92.7% | $1,882-92.9% |
| Participant deferral / active EE | $1,589 | $1,992-20.2% | $2,822-43.7% | $3,022-47.4% |
| Admin fee / account holder | $13 | $592-97.8% | $4,499-99.7% | $592-97.8% |