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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,580 |
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.
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 | $33,119 | $50,175-34.0% | $99,479-66.7% | $65,186-49.2% |
| Participation rate | 37.5% | 68.4%-30.9pp | 73.8%-36.3pp | 70.2%-32.7pp |
| Annual return | 24.19% | 25.36%-1.2pp | 30.72%-6.5pp | 29.39%-5.2pp |
| Employer contribution / active EE | $656 | $1,496-56.2% | $2,540-74.2% | $2,177-69.9% |
| Participant deferral / active EE | $1,200 | $2,748-56.3% | $3,619-66.9% | $3,514-65.9% |
| Admin fee / account holder | $34 | $398-91.4% | $6,253-99.5% | $847-95.9% |