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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,082 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $14,108 | $88,122-84.0% | $141,197-90.0% | $67,582-79.1% |
| Participation rate | 60.9% | 76.5%-15.6pp | 82.5%-21.6pp | 71.3%-10.4pp |
| Annual return | 66.13% | 75.40%-9.3pp | 71.41%-5.3pp | 378.57%-312.4pp |
| Employer contribution / active EE | $872 | $3,224-73.0% | $4,736-81.6% | $2,148-59.4% |
| Participant deferral / active EE | $2,843 | $5,958-52.3% | $6,710-57.6% | $3,539-19.7% |
| Admin fee / account holder | $74 | $131-43.8% | $10,265-99.3% | $142-48.3% |