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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $10,009 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,788 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,851 | $48,284-63.0% | $67,524-73.6% | $80,911-77.9% |
| Participation rate | 95.6% | 66.4%+29.2pp | 72.9%+22.7pp | 67.6%+27.9pp |
| Annual return | 14.28% | 18.27%-4.0pp | 3519.41%-3505.1pp | 35.63%-21.4pp |
| Employer contribution / active EE | $2,644 | $2,021+30.8% | $2,734-3.3% | $2,756-4.1% |
| Participant deferral / active EE | $2,016 | $2,927-31.1% | $4,001-49.6% | $4,297-53.1% |
| Admin fee / account holder | $30 | $3,688-99.2% | $4,001-99.3% | $6,935-99.6% |