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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,132 |
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 | $46,002 | $63,314-27.3% | $91,004-49.5% | $62,293-26.2% |
| Participation rate | 84.7% | 73.3%+11.3pp | 75.6%+9.1pp | 69.5%+15.2pp |
| Annual return | 17.66% | 21.00%-3.3pp | 4.60%+13.1pp | 28.90%-11.2pp |
| Employer contribution / active EE | $1,116 | $1,807-38.2% | $2,456-54.5% | $2,042-45.3% |
| Participant deferral / active EE | $3,601 | $2,944+22.3% | $3,548+1.5% | $3,169+13.6% |
| Admin fee / account holder | $17 | $468-96.4% | $5,417-99.7% | $479-96.4% |