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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,568 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,489 | $99,957-30.5% | $149,745-53.6% | $73,497-5.5% |
| Participation rate | 98.7% | 75.7%+23.0pp | 82.5%+16.2pp | 70.7%+28.0pp |
| Annual return | 22.79% | 53.87%-31.1pp | 276.72%-253.9pp | 28.51%-5.7pp |
| Employer contribution / active EE | $4,258 | $3,191+33.4% | $4,646-8.3% | $2,270+87.6% |
| Participant deferral / active EE | $9,966 | $6,073+64.1% | $6,843+45.6% | $3,740+166.5% |
| Admin fee / account holder | $173 | $551-68.6% | $9,312-98.1% | $513-66.3% |