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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $840 |
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 | $21,446 | $47,977-55.3% | $154,111-86.1% | $56,287-61.9% |
| Participation rate | 84.4% | 66.2%+18.3pp | 83.0%+1.4pp | 69.9%+14.6pp |
| Annual return | 8.61% | 3.54%+5.1pp | 735.18%-726.6pp | -9.96%+18.6pp |
| Employer contribution / active EE | $1,058 | $2,169-51.2% | $5,298-80.0% | $2,111-49.9% |
| Participant deferral / active EE | $1,607 | $2,392-32.8% | $5,081-68.4% | $3,350-52.0% |
| Admin fee / account holder | $7 | $438-98.4% | $13,411-99.9% | $521-98.6% |