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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,715 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,394 | $89,652-72.8% | $141,191-82.7% | $65,185-62.6% |
| Participation rate | 67.5% | 74.7%-7.2pp | 82.5%-15.0pp | 70.2%-2.7pp |
| Annual return | 86.59% | 32.79%+53.8pp | 71.41%+15.2pp | 29.38%+57.2pp |
| Employer contribution / active EE | $681 | $3,065-77.8% | $4,736-85.6% | $2,177-68.7% |
| Participant deferral / active EE | $3,559 | $5,691-37.5% | $6,710-47.0% | $3,514+1.3% |
| Admin fee / account holder | $38 | $569-93.4% | $10,264-99.6% | $847-95.5% |