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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $1,407 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,672 | $65,820-74.7% | $108,745-84.7% | $57,658-71.1% |
| Participation rate | 44.1% | 72.7%-28.6pp | 77.7%-33.6pp | 70.2%-26.2pp |
| Annual return | 80.58% | 21.32%+59.3pp | 46.22%+34.4pp | 5.13%+75.4pp |
| Employer contribution / active EE | $0 | $2,285-100.0% | $3,323-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,159 | $3,578-11.7% | $5,121-38.3% | $3,061+3.2% |
| Admin fee / account holder | $6 | $91-93.1% | $6,144-99.9% | $95-93.4% |