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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,482 |
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).
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 | $10,177 | $52,293-80.5% | $178,498-94.3% | $73,412-86.1% |
| Participation rate | 99.7% | 65.3%+34.3pp | 81.9%+17.8pp | 72.2%+27.5pp |
| Annual return | 25.54% | 34.75%-9.2pp | 151.09%-125.6pp | 59.30%-33.8pp |
| Employer contribution / active EE | $1,708 | $1,735-1.6% | $5,011-65.9% | $2,234-23.5% |
| Participant deferral / active EE | $1,862 | $2,332-20.2% | $5,202-64.2% | $3,806-51.1% |
| Admin fee / account holder | $25 | $127-80.4% | $13,985-99.8% | $158-84.2% |