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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,024 |
Service code 49 · EIN 36-2697450 | Other Services | $6,014 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,295 | $47,977-55.6% | $154,114-86.2% | $56,287-62.2% |
| Participation rate | 50.3% | 66.2%-15.9pp | 83.0%-32.8pp | 69.9%-19.6pp |
| Annual return | -8.30% | 3.54%-11.8pp | 735.16%-743.5pp | -9.96%+1.7pp |
| Employer contribution / active EE | $948 | $2,169-56.3% | $5,298-82.1% | $2,111-55.1% |
| Participant deferral / active EE | $2,074 | $2,392-13.3% | $5,081-59.2% | $3,350-38.1% |
| Admin fee / account holder | $237 | $438-45.9% | $13,411-98.2% | $521-54.5% |