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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,292 |
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 | $30,760 | $47,977-35.9% | $154,108-80.0% | $56,289-45.4% |
| Participation rate | 36.1% | 66.2%-30.1pp | 83.0%-47.0pp | 69.9%-33.8pp |
| Annual return | -6.53% | 3.54%-10.1pp | 735.21%-741.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $344 | $2,169-84.2% | $5,298-93.5% | $2,111-83.7% |
| Participant deferral / active EE | $663 | $2,392-72.3% | $5,081-87.0% | $3,350-80.2% |
| Admin fee / account holder | $226 | $438-48.4% | $13,411-98.3% | $521-56.6% |