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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 23-3038464 | Contract Administrator; Recordkeeping... | $35,663 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
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 | $198,420 | $43,233+359.0% | $185,117+7.2% | $77,958+154.5% |
| Participation rate | 0.0% | 64.2%-64.2pp | 77.3%-77.3pp | 71.6%-71.6pp |
| Annual return | 12.43% | 20.43%-8.0pp | 40.50%-28.1pp | 20.87%-8.4pp |
| Employer contribution / active EE | $706 | $1,312-46.2% | $4,182-83.1% | $2,310-69.4% |
| Participant deferral / active EE | $1,441 | $2,912-50.5% | $5,045-71.4% | $3,537-59.3% |
| Admin fee / account holder | $2,760 | $95+2801.5% | $8,159-66.2% | $97+2734.5% |