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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,921 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $34,183 | $55,453-38.4% | $170,435-79.9% | $62,293-45.1% |
| Participation rate | 28.7% | 66.4%-37.7pp | 83.6%-54.9pp | 69.5%-40.8pp |
| Annual return | 18.77% | 21.38%-2.6pp | 205.94%-187.2pp | 28.90%-10.1pp |
| Employer contribution / active EE | $316 | $2,164-85.4% | $5,432-94.2% | $2,042-84.5% |
| Participant deferral / active EE | $484 | $2,303-79.0% | $4,939-90.2% | $3,169-84.7% |
| Admin fee / account holder | $156 | $455-65.7% | $13,881-98.9% | $479-67.5% |