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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,022 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,650 | $89,370-51.2% | $141,197-69.1% | $72,976-40.2% |
| Participation rate | 41.7% | 75.1%-33.5pp | 82.5%-40.8pp | 69.5%-27.8pp |
| Annual return | 18.26% | 111.88%-93.6pp | 71.41%-53.1pp | 81.02%-62.8pp |
| Employer contribution / active EE | $946 | $3,115-69.6% | $4,736-80.0% | $2,440-61.2% |
| Participant deferral / active EE | $2,660 | $5,419-50.9% | $6,710-60.4% | $3,608-26.3% |
| Admin fee / account holder | $154 | $5,957-97.4% | $10,265-98.5% | $5,124-97.0% |