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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,894 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
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 | $18,687 | $69,159-73.0% | $125,195-85.1% | $67,582-72.3% |
| Participation rate | 30.3% | 78.2%-47.9pp | 79.8%-49.5pp | 71.3%-41.0pp |
| Annual return | 27.11% | 27.12%0pp | 43.79%-16.7pp | 378.57%-351.5pp |
| Employer contribution / active EE | $715 | $2,023-64.7% | $3,866-81.5% | $2,148-66.7% |
| Participant deferral / active EE | $1,206 | $3,700-67.4% | $4,937-75.6% | $3,539-65.9% |
| Admin fee / account holder | $132 | $142-7.2% | $9,704-98.6% | $142-7.5% |