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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,477 |
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).
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 | $31,997 | $63,114-49.3% | $92,915-65.6% | $65,186-50.9% |
| Participation rate | 65.6% | 68.8%-3.1pp | 76.0%-10.4pp | 70.2%-4.6pp |
| Annual return | 24.39% | 28.75%-4.4pp | 109.45%-85.1pp | 29.39%-5.0pp |
| Employer contribution / active EE | $1,150 | $2,571-55.3% | $3,653-68.5% | $2,177-47.2% |
| Participant deferral / active EE | $3,049 | $3,108-1.9% | $4,238-28.1% | $3,514-13.2% |
| Admin fee / account holder | $61 | $624-90.2% | $5,796-98.9% | $847-92.8% |