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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,548 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,011 |
Service code 13 · EIN 35-1277460 | Contract Administrator | $5,007 |
Filed as: COMPENSATION SYSTEMS INC Service code 13 | Contract Administrator | $1,435 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,911 | $84,493-74.1% | $125,381-82.5% | $66,938-67.3% |
| Participation rate | 86.6% | 76.4%+10.2pp | 82.4%+4.2pp | 69.8%+16.8pp |
| Annual return | -5.53% | -8.49%+3.0pp | 572.31%-577.8pp | 1.58%-7.1pp |
| Employer contribution / active EE | $1,979 | $3,554-44.3% | $4,815-58.9% | $2,545-22.2% |
| Participant deferral / active EE | $5,145 | $6,783-24.1% | $7,448-30.9% | $4,238+21.4% |
| Admin fee / account holder | $239 | $685-65.0% | $10,007-97.6% | $594-59.7% |