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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,146 | $40,479-60.1% | $78,210-79.4% | $62,293-74.1% |
| Participation rate | 27.5% | 54.6%-27.1pp | 68.7%-41.2pp | 69.5%-42.0pp |
| Annual return | 15.48% | 66.31%-50.8pp | 40.90%-25.4pp | 28.90%-13.4pp |
| Employer contribution / active EE | $368 | $1,024-64.0% | $2,034-81.9% | $2,042-82.0% |
| Participant deferral / active EE | $488 | $1,718-71.6% | $2,823-82.7% | $3,169-84.6% |
| Admin fee / account holder | $16 | $376-95.7% | $3,758-99.6% | $479-96.6% |