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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,681 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,467 | $80,781-25.1% | $102,437-41.0% | $74,478-18.8% |
| Participation rate | 63.5% | 65.7%-2.1pp | 74.5%-11.0pp | 67.2%-3.7pp |
| Annual return | 13.24% | 27.58%-14.3pp | 24.95%-11.7pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $1,237 | $3,160-60.9% | $3,871-68.1% | $2,626-52.9% |
| Participant deferral / active EE | $3,703 | $3,862-4.1% | $5,060-26.8% | $4,350-14.9% |
| Admin fee / account holder | $35 | $2,372-98.5% | $8,388-99.6% | $1,946-98.2% |