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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,967 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,448 | $46,173-36.2% | $170,435-82.7% | $69,631-57.7% |
| Participation rate | 56.1% | 63.9%-7.8pp | 83.6%-27.5pp | 70.7%-14.6pp |
| Annual return | 19.10% | 21.62%-2.5pp | 205.94%-186.8pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $1,778 | $1,610+10.4% | $5,432-67.3% | $2,032-12.5% |
| Participant deferral / active EE | $2,548 | $2,080+22.5% | $4,939-48.4% | $3,224-20.9% |
| Admin fee / account holder | $14 | $116-88.0% | $13,881-99.9% | $110-87.4% |