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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,104 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $5,004 | $52,884-90.5% | $84,753-94.1% | $55,167-90.9% |
| Participation rate | 92.2% | 67.5%+24.7pp | 76.6%+15.6pp | 69.0%+23.2pp |
| Annual return | 27.02% | 18.03%+9.0pp | 22.78%+4.2pp | 169.23%-142.2pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,962 | $2,644-25.8% | $3,712-47.2% | $3,054-35.8% |
| Admin fee / account holder | $47 | $581-91.8% | $5,333-99.1% | $504-90.6% |