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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,873 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,220 | $88,770-96.4% | $109,163-97.1% | $93,010-96.5% |
| Participation rate | 63.8% | 81.5%-17.7pp | 75.9%-12.1pp | 73.9%-10.1pp |
| Annual return | 29.54% | 60.64%-31.1pp | 25.75%+3.8pp | 158.70%-129.2pp |
| Employer contribution / active EE | $0 | $3,780-100.0% | $3,723-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $668 | $3,630-81.6% | $4,654-85.7% | $4,561-85.4% |
| Admin fee / account holder | $31 | $172-82.3% | $6,754-99.5% | $152-79.9% |