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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,587 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $7,894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,460 | $84,493-37.9% | $125,381-58.2% | $66,938-21.6% |
| Participation rate | 47.9% | 76.4%-28.5pp | 82.4%-34.5pp | 69.8%-22.0pp |
| Annual return | -14.10% | -8.49%-5.6pp | 572.31%-586.4pp | 1.58%-15.7pp |
| Employer contribution / active EE | $1,130 | $3,554-68.2% | $4,815-76.5% | $2,545-55.6% |
| Participant deferral / active EE | $4,228 | $6,783-37.7% | $7,448-43.2% | $4,238-0.2% |
| Admin fee / account holder | $251 | $685-63.3% | $10,007-97.5% | $594-57.7% |