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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $74,435 |
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 | $87,314 | $104,482-16.4% | $159,455-45.2% | $79,393+10.0% |
| Participation rate | 99.1% | 76.6%+22.5pp | 82.8%+16.3pp | 70.7%+28.4pp |
| Annual return | 20.64% | 67.96%-47.3pp | 263.63%-243.0pp | 116.87%-96.2pp |
| Employer contribution / active EE | $4,677 | $3,416+36.9% | $4,830-3.2% | $2,428+92.6% |
| Participant deferral / active EE | $11,310 | $6,467+74.9% | $7,353+53.8% | $4,046+179.5% |
| Admin fee / account holder | $250 | $711-64.9% | $10,800-97.7% | $627-60.1% |