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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,127 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,889 | $42,367-81.4% | $79,580-90.1% | $64,819-87.8% |
| Participation rate | 71.3% | 64.7%+6.6pp | 69.5%+1.9pp | 71.5%-0.1pp |
| Annual return | -11.17% | -12.23%+1.1pp | 0.15%-11.3pp | 32.84%-44.0pp |
| Employer contribution / active EE | $1,013 | $1,181-14.2% | $2,413-58.0% | $2,507-59.6% |
| Participant deferral / active EE | $2,112 | $3,170-33.4% | $3,985-47.0% | $4,311-51.0% |
| Admin fee / account holder | $72 | $160-54.6% | $6,835-98.9% | $188-61.4% |