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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,598 |
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 | $5,015 | $60,454-91.7% | $81,844-93.9% | $74,459-93.3% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 20.59% | 16.87%+3.7pp | 778.87%-758.3pp | 1369.70%-1349.1pp |
| Employer contribution / active EE | $997 | $2,630-62.1% | $2,916-65.8% | $2,626-62.0% |
| Participant deferral / active EE | $1,208 | $3,398-64.5% | $4,323-72.1% | $4,350-72.2% |
| Admin fee / account holder | $89 | $1,490-94.0% | $7,355-98.8% | $1,945-95.4% |