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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,941 |
HAYNIE & COMPANY3 years Service code 10 · EIN 87-0325228 | Accounting | $16,967 |
CAPITAL MANAGEMENT1 year Service code 27 · EIN 75-3093123 | Advisory (Plan) | $10,782 |
Service code 49 · EIN 46-2486380 | Other Services | $7,602 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,865 | $79,523-52.4% | $140,019-73.0% | $56,287-32.7% |
| Participation rate | 48.0% | 85.7%-37.7pp | 87.5%-39.5pp | 69.9%-21.9pp |
| Annual return | -5.91% | 2.39%-8.3pp | 651.15%-657.1pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,512 | $3,350-54.9% | $5,605-73.0% | $2,111-28.4% |
| Participant deferral / active EE | $2,751 | $5,129-46.4% | $6,927-60.3% | $3,350-17.9% |
| Admin fee / account holder | $552 | $614-10.2% | $10,705-94.8% | $521+5.9% |