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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,007 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,884 | $58,888-66.2% | $178,498-88.9% | $73,493-72.9% |
| Participation rate | 34.8% | 66.2%-31.5pp | 81.9%-47.1pp | 70.7%-35.9pp |
| Annual return | 14.68% | 24.86%-10.2pp | 151.09%-136.4pp | 28.51%-13.8pp |
| Employer contribution / active EE | $209 | $2,236-90.6% | $5,011-95.8% | $2,270-90.8% |
| Participant deferral / active EE | $1,216 | $2,568-52.7% | $5,202-76.6% | $3,740-67.5% |
| Admin fee / account holder | $21 | $400-94.6% | $13,985-99.8% | $513-95.8% |