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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,721 |
COURIER CAPITAL1 year Filed as: COURIER CAPITAL INC Service code 27 · EIN 81-0710574 | Advisory (Plan) | $13,795 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,654 | $44,473+27.4% | $76,518-26.0% | $55,725+1.7% |
| Participation rate | 50.7% | 51.0%-0.3pp | 68.0%-17.3pp | 70.9%-20.2pp |
| Annual return | -7.42% | -2.01%-5.4pp | -0.27%-7.1pp | 244.93%-252.3pp |
| Employer contribution / active EE | $744 | $1,101-32.4% | $2,647-71.9% | $2,078-64.2% |
| Participant deferral / active EE | $2,030 | $1,988+2.1% | $3,836-47.1% | $3,356-39.5% |
| Admin fee / account holder | $185 | $134+37.7% | $4,849-96.2% | $115+60.4% |