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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,157 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,273 | $66,319-84.5% | $93,621-89.0% | $65,186-84.2% |
| Participation rate | 97.5% | 74.0%+23.5pp | 75.8%+21.7pp | 70.2%+27.3pp |
| Annual return | 21.65% | 42.59%-20.9pp | 32.76%-11.1pp | 29.39%-7.7pp |
| Employer contribution / active EE | $7,530 | $2,013+274.1% | $2,719+177.0% | $2,177+245.9% |
| Participant deferral / active EE | $188 | $3,343-94.4% | $4,070-95.4% | $3,514-94.7% |
| Admin fee / account holder | $34 | $6,900-99.5% | $7,890-99.6% | $847-96.0% |