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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $2,885 |
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).
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 | $24,037 | $72,554-66.9% | $138,135-82.6% | $73,497-67.3% |
| Participation rate | 44.6% | 74.8%-30.3pp | 78.7%-34.1pp | 70.7%-26.1pp |
| Annual return | 14.01% | 17.50%-3.5pp | 20.51%-6.5pp | 28.51%-14.5pp |
| Employer contribution / active EE | $1,348 | $3,511-61.6% | $5,587-75.9% | $2,270-40.6% |
| Participant deferral / active EE | $4,403 | $4,908-10.3% | $6,431-31.5% | $3,740+17.7% |
| Admin fee / account holder | $55 | $464-88.3% | $11,856-99.5% | $513-89.4% |