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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50 |
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).
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 | $28,770 | $58,888-51.1% | $178,499-83.9% | $73,493-60.9% |
| Participation rate | 4.3% | 66.2%-62.0pp | 81.9%-77.7pp | 70.7%-66.4pp |
| Annual return | 895.58% | 24.86%+870.7pp | 151.10%+744.5pp | 28.51%+867.1pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $387 | $2,568-84.9% | $5,202-92.6% | $3,740-89.6% |
| Admin fee / account holder | $19 | $400-95.3% | $13,986-99.9% | $513-96.3% |