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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,146 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,243 | $55,457-67.1% | $76,119-76.0% | $77,736-76.5% |
| Participation rate | 77.8% | 63.6%+14.2pp | 69.1%+8.7pp | 70.6%+7.2pp |
| Annual return | 39.58% | 17.09%+22.5pp | 361.25%-321.7pp | 31.26%+8.3pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $2,693-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $3,398 | $3,454-1.6% | $4,259-20.2% | $4,651-26.9% |
| Admin fee / account holder | $76 | $411-81.5% | $6,421-98.8% | $433-82.5% |