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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,320 |
Filed as: SA STONE WEALTH MANAGEMENT INC Service code 49 · EIN 72-2975513 | Other Services | $9,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $108,234 | $63,114+71.5% | $92,909+16.5% | $65,185+66.0% |
| Participation rate | 24.8% | 68.8%-44.0pp | 76.0%-51.2pp | 70.2%-45.4pp |
| Annual return | 22.24% | 28.75%-6.5pp | 109.44%-87.2pp | 29.38%-7.1pp |
| Employer contribution / active EE | $996 | $2,571-61.2% | $3,653-72.7% | $2,177-54.2% |
| Participant deferral / active EE | $1,751 | $3,108-43.7% | $4,238-58.7% | $3,514-50.2% |
| Admin fee / account holder | $708 | $624+13.5% | $5,795-87.8% | $847-16.4% |