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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $599 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,837 | $95,438-66.6% | $135,982-76.6% | $74,473-57.2% |
| Participation rate | 4.5% | 78.2%-73.7pp | 81.9%-77.4pp | 70.7%-66.2pp |
| Annual return | 20.60% | 32.61%-12.0pp | 68.32%-47.7pp | 34.36%-13.8pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $502 | $7,790-93.6% | $7,760-93.5% | $4,530-88.9% |
| Admin fee / account holder | $62 | $259-76.0% | $10,767-99.4% | $347-82.1% |