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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $12,490 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,255 | $78,682-79.3% | $109,188-85.1% | $85,851-81.1% |
| Participation rate | 86.4% | 68.3%+18.1pp | 75.9%+10.5pp | 69.3%+17.0pp |
| Annual return | 14.84% | 25.09%-10.3pp | 25.76%-10.9pp | 318.63%-303.8pp |
| Employer contribution / active EE | $15,562 | $2,734+469.2% | $3,723+318.0% | $2,565+506.6% |
| Participant deferral / active EE | $658 | $3,468-81.0% | $4,654-85.9% | $3,952-83.4% |
| Admin fee / account holder | $59 | $5,470-98.9% | $6,755-99.1% | $6,261-99.1% |