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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,023 |
Service code 49 · EIN 41-1486060 | Other Services | $6,542 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,681 | $95,406-73.1% | $185,849-86.2% | $85,847-70.1% |
| Participation rate | 46.2% | 68.8%-22.5pp | 81.7%-35.5pp | 69.3%-23.1pp |
| Annual return | 51.00% | 23.59%+27.4pp | 122.10%-71.1pp | 318.61%-267.6pp |
| Employer contribution / active EE | $475 | $3,314-85.7% | $5,169-90.8% | $2,565-81.5% |
| Participant deferral / active EE | $2,948 | $3,424-13.9% | $5,569-47.1% | $3,952-25.4% |
| Admin fee / account holder | $235 | $7,214-96.7% | $16,244-98.6% | $6,261-96.2% |