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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,789 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,379 | $99,957-44.6% | $149,715-63.0% | $73,493-24.6% |
| Participation rate | 45.2% | 75.7%-30.5pp | 82.5%-37.2pp | 70.7%-25.4pp |
| Annual return | 17.19% | 53.87%-36.7pp | 276.66%-259.5pp | 28.51%-11.3pp |
| Employer contribution / active EE | $1,429 | $3,191-55.2% | $4,645-69.2% | $2,270-37.0% |
| Participant deferral / active EE | $3,462 | $6,073-43.0% | $6,842-49.4% | $3,740-7.4% |
| Admin fee / account holder | $175 | $551-68.1% | $9,310-98.1% | $513-65.8% |