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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,752 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,741 | $45,602-80.8% | $117,529-92.6% | $66,949-86.9% |
| Participation rate | 50.5% | 57.6%-7.1pp | 70.6%-20.1pp | 69.8%-19.3pp |
| Annual return | -10.24% | -16.74%+6.5pp | 29.77%-40.0pp | 1.57%-11.8pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,179-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,521 | $2,845-11.4% | $4,072-38.1% | $4,239-40.5% |
| Admin fee / account holder | $56 | $661-91.6% | $5,645-99.0% | $594-90.6% |