Filed May 19, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,578 | $155,795-91.3% | $136,298-90.0% | $69,631-80.5% |
| Participation rate | 92.6% | 75.2%+17.3pp | 81.9%+10.7pp | 70.7%+21.9pp |
| Annual return | 32.60% | 232464.33%-232431.7pp | 5156.27%-5123.7pp | 27571.02%-27538.4pp |
| Employer contribution / active EE | $940 | $2,991-68.6% | $4,696-80.0% | $2,032-53.7% |
| Participant deferral / active EE | $5,136 | $5,394-4.8% | $6,247-17.8% | $3,224+59.3% |
| Admin fee / account holder | $106 | $128-17.2% | $9,244-98.9% | $110-3.9% |