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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $186 |
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 | $50,027 | $55,453-9.8% | $170,435-70.6% | $62,293-19.7% |
| Participation rate | 46.6% | 66.4%-19.8pp | 83.6%-37.0pp | 69.5%-22.9pp |
| Annual return | 18.42% | 21.38%-3.0pp | 205.94%-187.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $101 | $2,164-95.3% | $5,432-98.1% | $2,042-95.0% |
| Participant deferral / active EE | $1,362 | $2,303-40.9% | $4,939-72.4% | $3,169-57.0% |
| Admin fee / account holder | $205 | $455-55.0% | $13,881-98.5% | $479-57.3% |