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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 75-2408441 | Contract Administrator | $6,000 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,811 | $104,479-68.6% | $159,474-79.4% | $79,391-58.7% |
| Participation rate | 47.0% | 76.6%-29.6pp | 82.8%-35.8pp | 70.7%-23.7pp |
| Annual return | 26.65% | 67.98%-41.3pp | 263.68%-237.0pp | 116.88%-90.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,526 | $6,468-60.9% | $7,353-65.7% | $4,046-37.6% |
| Admin fee / account holder | $128 | $711-81.9% | $10,802-98.8% | $627-79.5% |