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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,400 |
Service code 27 · EIN 22-3623353 | Advisory (Plan) | $14,318 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,969 | $71,142-60.7% | $119,634-76.6% | $64,824-56.9% |
| Participation rate | 36.8% | 78.6%-41.8pp | 79.3%-42.5pp | 71.5%-34.7pp |
| Annual return | -16.99% | -10.01%-7.0pp | -14.98%-2.0pp | 32.84%-49.8pp |
| Employer contribution / active EE | $1,123 | $2,497-55.0% | $4,232-73.5% | $2,507-55.2% |
| Participant deferral / active EE | $1,910 | $4,490-57.5% | $5,601-65.9% | $4,311-55.7% |
| Admin fee / account holder | $213 | $162+31.6% | $10,329-97.9% | $188+13.6% |