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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 83-3455979 | Claims processing; Custodial (other t... | $11,922 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,486 | $79,694-91.9% | $96,171-93.3% | $79,391-91.8% |
| Participation rate | 46.7% | 54.0%-7.3pp | 68.4%-21.8pp | 70.7%-24.0pp |
| Annual return | 14.99% | 40.84%-25.9pp | 192.04%-177.1pp | 116.88%-101.9pp |
| Employer contribution / active EE | $409 | $1,443-71.6% | $2,799-85.4% | $2,428-83.1% |
| Participant deferral / active EE | $1,052 | $2,539-58.5% | $4,350-75.8% | $4,046-74.0% |
| Admin fee / account holder | $95 | $630-84.9% | $5,538-98.3% | $627-84.8% |