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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,268 |
Service code 49 · EIN 52-2114207 | Other Services | $8,919 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,597 | $64,176-60.1% | $112,249-77.2% | $66,938-61.8% |
| Participation rate | 87.3% | 68.4%+18.8pp | 75.1%+12.2pp | 69.8%+17.5pp |
| Annual return | -19.64% | -13.80%-5.8pp | 27.48%-47.1pp | 1.58%-21.2pp |
| Employer contribution / active EE | $2,355 | $3,007-21.7% | $3,636-35.2% | $2,545-7.5% |
| Participant deferral / active EE | $5,297 | $3,694+43.4% | $4,729+12.0% | $4,238+25.0% |
| Admin fee / account holder | $223 | $626-64.3% | $6,412-96.5% | $594-62.4% |