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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,684 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,648 | $99,957-79.3% | $149,730-86.2% | $73,493-71.9% |
| Participation rate | 52.3% | 75.7%-23.4pp | 82.5%-30.2pp | 70.7%-18.4pp |
| Annual return | 15.44% | 53.87%-38.4pp | 276.70%-261.3pp | 28.51%-13.1pp |
| Employer contribution / active EE | $2,853 | $3,191-10.6% | $4,645-38.6% | $2,270+25.7% |
| Participant deferral / active EE | $1,115 | $6,073-81.6% | $6,843-83.7% | $3,740-70.2% |
| Admin fee / account holder | $143 | $551-74.1% | $9,310-98.5% | $513-72.2% |