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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 34-1781113 100 TERRA BELLA DRIVE · YOUNGSTOWN, OH 44505 | Contract Administrator | $5,308 |
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 | $38,839 | $46,745-16.9% | $60,547-35.9% | $52,331-25.8% |
| Participation rate | 96.3% | 58.6%+37.7pp | 68.0%+28.3pp | 68.1%+28.2pp |
| Annual return | -0.31% | 0.61%-0.9pp | 335.64%-336.0pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,483 | $1,259+17.8% | $2,419-38.7% | $1,882-21.2% |
| Participant deferral / active EE | $1,418 | $2,145-33.9% | $3,328-57.4% | $3,022-53.1% |
| Admin fee / account holder | $41 | $537-92.4% | $4,536-99.1% | $592-93.1% |