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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,657 |
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).
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 | $26,222 | $78,419-66.6% | $133,978-80.4% | $73,412-64.3% |
| Participation rate | 30.3% | 78.6%-48.3pp | 79.8%-49.6pp | 72.2%-41.9pp |
| Annual return | 19.30% | 33.35%-14.1pp | 45.10%-25.8pp | 59.30%-40.0pp |
| Employer contribution / active EE | $783 | $2,044-61.7% | $3,919-80.0% | $2,234-65.0% |
| Participant deferral / active EE | $1,336 | $3,925-66.0% | $5,047-73.5% | $3,806-64.9% |
| Admin fee / account holder | $171 | $161+6.3% | $8,930-98.1% | $158+8.6% |