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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,659 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,001 | $50,385-54.3% | $75,501-69.5% | $62,293-63.1% |
| Participation rate | 90.3% | 67.7%+22.6pp | 72.4%+17.9pp | 69.5%+20.7pp |
| Annual return | 16.32% | 19.90%-3.6pp | 27.35%-11.0pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,975 | $1,537+28.5% | $2,352-16.0% | $2,042-3.3% |
| Participant deferral / active EE | $3,281 | $2,445+34.2% | $3,142+4.4% | $3,169+3.5% |
| Admin fee / account holder | $72 | $384-81.3% | $5,801-98.8% | $479-85.0% |