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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $2,028 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,101 | $50,385-68.0% | $75,501-78.7% | $62,293-74.2% |
| Participation rate | 53.4% | 67.7%-14.3pp | 72.4%-19.0pp | 69.5%-16.1pp |
| Annual return | 39.75% | 19.90%+19.9pp | 27.35%+12.4pp | 28.90%+10.9pp |
| Employer contribution / active EE | $1,540 | $1,537+0.2% | $2,352-34.5% | $2,042-24.6% |
| Participant deferral / active EE | $3,094 | $2,445+26.5% | $3,142-1.6% | $3,169-2.4% |
| Admin fee / account holder | $20 | $384-94.8% | $5,801-99.7% | $479-95.9% |