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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,342 |
S B H U LIFE AGENCY INC1 year Filed as: S B H U LIFE AGENCY INC. Service code 49 · EIN 13-2896238 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,204 | $42,396-31.1% | $67,313-56.6% | $56,289-48.1% |
| Participation rate | 62.8% | 61.0%+1.8pp | 69.1%-6.3pp | 69.9%-7.1pp |
| Annual return | -8.00% | -36.63%+28.6pp | -4.08%-3.9pp | -9.96%+2.0pp |
| Employer contribution / active EE | $1,870 | $1,414+32.3% | $2,566-27.1% | $2,111-11.4% |
| Participant deferral / active EE | $1,820 | $2,360-22.9% | $3,568-49.0% | $3,350-45.7% |
| Admin fee / account holder | $107 | $510-78.9% | $4,507-97.6% | $521-79.4% |