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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,666 |
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 | $6,380 | $58,726-89.1% | $92,240-93.1% | $62,293-89.8% |
| Participation rate | 97.1% | 68.3%+28.8pp | 76.5%+20.6pp | 69.5%+27.6pp |
| Annual return | 20.57% | 43.62%-23.0pp | 176.29%-155.7pp | 28.90%-8.3pp |
| Employer contribution / active EE | $1,104 | $2,392-53.9% | $3,680-70.0% | $2,042-46.0% |
| Participant deferral / active EE | $1,574 | $2,766-43.1% | $3,897-59.6% | $3,169-50.3% |
| Admin fee / account holder | $57 | $556-89.8% | $5,194-98.9% | $479-88.1% |