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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,088 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
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 | $13,296 | $89,652-85.2% | $141,177-90.6% | $65,185-79.6% |
| Participation rate | 82.8% | 74.7%+8.1pp | 82.5%+0.4pp | 70.2%+12.6pp |
| Annual return | 29.19% | 32.79%-3.6pp | 71.40%-42.2pp | 29.38%-0.2pp |
| Employer contribution / active EE | $1,685 | $3,065-45.0% | $4,736-64.4% | $2,177-22.6% |
| Participant deferral / active EE | $2,622 | $5,691-53.9% | $6,710-60.9% | $3,514-25.4% |
| Admin fee / account holder | $90 | $569-84.2% | $10,263-99.1% | $847-89.4% |