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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,915 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
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 | $12,067 | $55,453-78.2% | $170,435-92.9% | $62,293-80.6% |
| Participation rate | 68.9% | 66.4%+2.5pp | 83.6%-14.7pp | 69.5%-0.6pp |
| Annual return | 16.42% | 21.38%-5.0pp | 205.94%-189.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $500 | $2,164-76.9% | $5,432-90.8% | $2,042-75.5% |
| Participant deferral / active EE | $658 | $2,303-71.4% | $4,939-86.7% | $3,169-79.2% |
| Admin fee / account holder | $90 | $455-80.1% | $13,881-99.3% | $479-81.1% |