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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,528 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,614 | $62,543-79.8% | $83,327-84.9% | $55,725-77.4% |
| Participation rate | 81.9% | 78.4%+3.5pp | 77.8%+4.1pp | 70.9%+11.0pp |
| Annual return | 7.56% | 14.85%-7.3pp | 10.64%-3.1pp | 244.93%-237.4pp |
| Employer contribution / active EE | $2,402 | $2,427-1.0% | $3,379-28.9% | $2,078+15.6% |
| Participant deferral / active EE | $4,377 | $5,682-23.0% | $5,565-21.4% | $3,356+30.4% |
| Admin fee / account holder | $26 | $103-74.3% | $7,540-99.6% | $115-77.0% |