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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,166 | $53,128-82.7% | $86,582-89.4% | $70,126-86.9% |
| Participation rate | 57.8% | 65.3%-7.5pp | 73.5%-15.8pp | 69.5%-11.8pp |
| Annual return | 18.71% | 27.66%-8.9pp | 965.08%-946.4pp | 73.15%-54.4pp |
| Employer contribution / active EE | $583 | $2,068-71.8% | $2,839-79.5% | $2,343-75.1% |
| Participant deferral / active EE | $1,403 | $2,695-47.9% | $3,609-61.1% | $3,332-57.9% |
| Admin fee / account holder | $65 | $3,584-98.2% | $4,904-98.7% | $4,645-98.6% |