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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,661 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,165 | $76,669-68.5% | $96,520-75.0% | $71,495-66.2% |
| Participation rate | 66.9% | 66.6%+0.4pp | 74.3%-7.4pp | 67.9%-1.0pp |
| Annual return | 14.35% | 48.29%-33.9pp | 35.72%-21.4pp | 28.85%-14.5pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,739-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,175 | $3,771-42.3% | $4,879-55.4% | $4,291-49.3% |
| Admin fee / account holder | $261 | $2,028-87.1% | $6,733-96.1% | $1,588-83.6% |