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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CT 94101 | Contract Administrator | $17,873 |
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,977 | $93,598-64.8% | $135,974-75.7% | $75,173-56.1% |
| Participation rate | 77.4% | 75.2%+2.2pp | 81.9%-4.5pp | 67.2%+10.2pp |
| Annual return | 20.32% | 30.89%-10.6pp | 68.30%-48.0pp | 160.72%-140.4pp |
| Employer contribution / active EE | $4 | $3,538-99.9% | $4,859-99.9% | $2,671-99.9% |
| Participant deferral / active EE | $18,469 | $6,405+188.3% | $7,760+138.0% | $4,126+347.6% |
| Admin fee / account holder | $110 | $6,978-98.4% | $10,767-99.0% | $5,651-98.0% |