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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,685 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $17,132 | $55,002-68.9% | $59,887-71.4% | $56,287-69.6% |
| Participation rate | 23.4% | 75.9%-52.5pp | 74.7%-51.3pp | 69.9%-46.5pp |
| Annual return | -2.09% | 1.13%-3.2pp | 3.46%-5.6pp | -9.96%+7.9pp |
| Employer contribution / active EE | $445 | $2,448-81.8% | $2,722-83.7% | $2,111-78.9% |
| Participant deferral / active EE | $1,320 | $3,121-57.7% | $3,402-61.2% | $3,350-60.6% |
| Admin fee / account holder | $142 | $236-39.6% | $3,591-96.0% | $521-72.7% |