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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $16,006 |
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 | $65,885 | $58,726+12.2% | $92,240-28.6% | $62,293+5.8% |
| Participation rate | 54.9% | 68.3%-13.5pp | 76.5%-21.6pp | 69.5%-14.6pp |
| Annual return | 13.52% | 43.62%-30.1pp | 176.29%-162.8pp | 28.90%-15.4pp |
| Employer contribution / active EE | $373 | $2,392-84.4% | $3,680-89.9% | $2,042-81.8% |
| Participant deferral / active EE | $2,218 | $2,766-19.8% | $3,897-43.1% | $3,169-30.0% |
| Admin fee / account holder | $208 | $556-62.6% | $5,194-96.0% | $479-56.6% |