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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,100 |
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).
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 | $15,084 | $58,888-74.4% | $178,499-91.5% | $73,493-79.5% |
| Participation rate | 73.0% | 66.2%+6.8pp | 81.9%-8.9pp | 70.7%+2.4pp |
| Annual return | 5.93% | 24.86%-18.9pp | 151.10%-145.2pp | 28.51%-22.6pp |
| Employer contribution / active EE | $1,243 | $2,236-44.4% | $5,011-75.2% | $2,270-45.2% |
| Participant deferral / active EE | $1,354 | $2,568-47.3% | $5,202-74.0% | $3,740-63.8% |
| Admin fee / account holder | $5 | $400-98.6% | $13,986-100.0% | $513-98.9% |