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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,873 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
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 | $44,294 | $80,753-45.1% | $136,298-67.5% | $62,293-28.9% |
| Participation rate | 54.0% | 73.5%-19.6pp | 81.9%-27.9pp | 69.5%-15.5pp |
| Annual return | 27.12% | 35.83%-8.7pp | 5156.27%-5129.1pp | 28.90%-1.8pp |
| Employer contribution / active EE | $1,992 | $2,884-30.9% | $4,696-57.6% | $2,042-2.5% |
| Participant deferral / active EE | $4,580 | $5,164-11.3% | $6,247-26.7% | $3,169+44.5% |
| Admin fee / account holder | $141 | $525-73.1% | $9,244-98.5% | $479-70.5% |