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| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT PRACTICE3 years Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $1,425 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $469 |
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 | $28,618 | $61,166-53.2% | $185,849-84.6% | $79,391-64.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 26.32% | 19.45%+6.9pp | 122.10%-95.8pp | 116.88%-90.6pp |
| Employer contribution / active EE | $4,003 | $2,321+72.5% | $5,169-22.5% | $2,428+64.9% |
| Participant deferral / active EE | $5,987 | $2,789+114.7% | $5,569+7.5% | $4,046+48.0% |
| Admin fee / account holder | $0 | $710-100.0% | $16,244-100.0% | $627-100.0% |