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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $494 |
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 | $30,571 | $46,173-33.8% | $170,435-82.1% | $69,631-56.1% |
| Participation rate | 38.9% | 63.9%-25.0pp | 83.6%-44.7pp | 70.7%-31.8pp |
| Annual return | 13.24% | 21.62%-8.4pp | 205.94%-192.7pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $152 | $1,610-90.6% | $5,432-97.2% | $2,032-92.5% |
| Participant deferral / active EE | $923 | $2,080-55.6% | $4,939-81.3% | $3,224-71.4% |
| Admin fee / account holder | $101 | $116-13.3% | $13,881-99.3% | $110-9.0% |