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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,870 |
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 | $23,257 | $55,453-58.1% | $170,435-86.4% | $62,293-62.7% |
| Participation rate | 20.5% | 66.4%-45.8pp | 83.6%-63.1pp | 69.5%-49.0pp |
| Annual return | 21.77% | 21.38%+0.4pp | 205.94%-184.2pp | 28.90%-7.1pp |
| Employer contribution / active EE | $301 | $2,164-86.1% | $5,432-94.5% | $2,042-85.3% |
| Participant deferral / active EE | $390 | $2,303-83.1% | $4,939-92.1% | $3,169-87.7% |
| Admin fee / account holder | $29 | $455-93.7% | $13,881-99.8% | $479-94.0% |