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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 56-2263714 | Contract Administrator | $6,241 |
Service code 26 · EIN 83-2336062 | Advisory (Participants) | $5,201 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,970 | $79,184-59.6% | $102,438-68.8% | $74,546-57.1% |
| Participation rate | 87.6% | 74.8%+12.8pp | 76.5%+11.1pp | 67.2%+20.4pp |
| Annual return | 12.93% | 54.95%-42.0pp | 29.37%-16.4pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $896 | $2,362-62.1% | $3,024-70.4% | $2,624-65.8% |
| Participant deferral / active EE | $4,563 | $4,414+3.4% | $5,054-9.7% | $4,347+5.0% |
| Admin fee / account holder | $97 | $2,001-95.2% | $9,448-99.0% | $1,944-95.0% |