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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,856 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,269 | $61,391-57.2% | $149,723-82.5% | $71,529-63.3% |
| Participation rate | 64.2% | 62.5%+1.7pp | 78.8%-14.6pp | 67.9%-3.7pp |
| Annual return | 12.22% | 35.88%-23.7pp | 134.50%-122.3pp | 28.97%-16.8pp |
| Employer contribution / active EE | $823 | $2,384-65.5% | $4,821-82.9% | $2,590-68.2% |
| Participant deferral / active EE | $878 | $2,921-69.9% | $5,682-84.5% | $4,291-79.5% |
| Admin fee / account holder | $73 | $1,264-94.2% | $13,215-99.4% | $1,588-95.4% |