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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,626 |
SAN DIEGO ASSOCIATES INC2 years Service code 49 · EIN 33-0170749 | Other Services | $5,754 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,219 | $47,922-53.6% | $75,901-70.7% | $65,185-65.9% |
| Participation rate | 48.5% | 63.0%-14.5pp | 69.3%-20.8pp | 70.2%-21.7pp |
| Annual return | 25.07% | 24.12%+1.0pp | 30.76%-5.7pp | 29.38%-4.3pp |
| Employer contribution / active EE | $1,385 | $1,557-11.1% | $2,501-44.6% | $2,177-36.4% |
| Participant deferral / active EE | $2,292 | $2,550-10.1% | $3,603-36.4% | $3,514-34.8% |
| Admin fee / account holder | $123 | $532-76.9% | $5,420-97.7% | $847-85.5% |