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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,533 |
Service code 49 · EIN 31-1438300 | Other Services | $5,102 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,355 | $99,957-68.6% | $149,730-79.1% | $73,493-57.3% |
| Participation rate | 35.8% | 75.7%-39.9pp | 82.5%-46.6pp | 70.7%-34.8pp |
| Annual return | 28.73% | 53.87%-25.1pp | 276.70%-248.0pp | 28.51%+0.2pp |
| Employer contribution / active EE | $950 | $3,191-70.2% | $4,645-79.5% | $2,270-58.1% |
| Participant deferral / active EE | $2,523 | $6,073-58.5% | $6,843-63.1% | $3,740-32.5% |
| Admin fee / account holder | $61 | $551-89.0% | $9,310-99.3% | $513-88.1% |