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| Provider | Service type | Compensation |
|---|---|---|
FACTS, INC.4 years Service code 13 · EIN 35-1278046 200 S. WASHINGTON ST, SUITE 310 · CRAWFORDSVILLE, IN 47966 | Contract Administrator | $9,926 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,123 | $99,957-56.9% | $149,745-71.2% | $73,497-41.3% |
| Participation rate | 41.4% | 75.7%-34.3pp | 82.5%-41.0pp | 70.7%-29.2pp |
| Annual return | 16.05% | 53.87%-37.8pp | 276.72%-260.7pp | 28.51%-12.5pp |
| Employer contribution / active EE | $796 | $3,191-75.1% | $4,646-82.9% | $2,270-64.9% |
| Participant deferral / active EE | $1,779 | $6,073-70.7% | $6,843-74.0% | $3,740-52.4% |
| Admin fee / account holder | $138 | $551-75.0% | $9,312-98.5% | $513-73.1% |