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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 05-0460654 | Other Services | $6,920 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,471 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,099 | $98,766-55.4% | $149,730-70.5% | $79,852-44.8% |
| Participation rate | 61.1% | 75.8%-14.7pp | 82.5%-21.4pp | 69.6%-8.6pp |
| Annual return | 9.13% | 27.43%-18.3pp | 276.70%-267.6pp | 31.72%-22.6pp |
| Employer contribution / active EE | $1,533 | $3,217-52.3% | $4,645-67.0% | $2,471-38.0% |
| Participant deferral / active EE | $5,306 | $5,681-6.6% | $6,843-22.5% | $3,740+41.8% |
| Admin fee / account holder | $391 | $6,052-93.5% | $9,310-95.8% | $5,306-92.6% |