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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,292 | $71,192-67.3% | $117,861-80.2% | $62,293-62.6% |
| Participation rate | 49.7% | 74.2%-24.5pp | 79.7%-30.0pp | 69.5%-19.8pp |
| Annual return | 19.39% | 18.66%+0.7pp | 335.11%-315.7pp | 28.90%-9.5pp |
| Employer contribution / active EE | $1,181 | $1,934-38.9% | $3,786-68.8% | $2,042-42.2% |
| Participant deferral / active EE | $2,347 | $3,189-26.4% | $4,482-47.6% | $3,169-25.9% |
| Admin fee / account holder | $35 | $587-94.0% | $8,021-99.6% | $479-92.7% |