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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 23-3038464 | Claims processing; Contract Administr... | $19,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,509 | $36,700-41.4% | $171,082-87.4% | $63,975-66.4% |
| Participation rate | 21.7% | 61.5%-39.9pp | 76.7%-55.0pp | 71.1%-49.5pp |
| Annual return | 6.50% | 12.80%-6.3pp | 32.56%-26.1pp | 48.65%-42.1pp |
| Employer contribution / active EE | $508 | $1,210-58.0% | $4,002-87.3% | $2,182-76.7% |
| Participant deferral / active EE | $929 | $2,696-65.5% | $4,797-80.6% | $3,356-72.3% |
| Admin fee / account holder | $229 | $68+239.5% | $8,520-97.3% | $70+225.6% |