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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,738 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $36,284 | $52,967-31.5% | $172,753-79.0% | $65,186-44.3% |
| Participation rate | 24.7% | 66.2%-41.5pp | 82.6%-58.0pp | 70.2%-45.5pp |
| Annual return | 25.34% | 30.12%-4.8pp | 803.00%-777.7pp | 29.39%-4.0pp |
| Employer contribution / active EE | $322 | $2,190-85.3% | $5,144-93.7% | $2,177-85.2% |
| Participant deferral / active EE | $772 | $2,471-68.8% | $5,198-85.1% | $3,514-78.0% |
| Admin fee / account holder | $161 | $472-65.9% | $13,956-98.8% | $847-81.0% |