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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,733 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $11,017 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,855 | $44,714-4.2% | $91,227-53.0% | $66,949-36.0% |
| Participation rate | 35.3% | 65.0%-29.7pp | 73.2%-37.9pp | 69.8%-34.5pp |
| Annual return | -18.01% | -12.25%-5.8pp | 114.14%-132.2pp | 1.57%-19.6pp |
| Employer contribution / active EE | $740 | $1,710-56.7% | $2,851-74.1% | $2,545-70.9% |
| Participant deferral / active EE | $1,552 | $3,355-53.7% | $4,234-63.3% | $4,239-63.4% |
| Admin fee / account holder | $505 | $521-3.0% | $5,423-90.7% | $594-14.9% |