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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,044 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,094 | $99,957-81.9% | $149,715-87.9% | $73,493-75.4% |
| Participation rate | 62.3% | 75.7%-13.4pp | 82.5%-20.2pp | 70.7%-8.4pp |
| Annual return | 29.40% | 53.87%-24.5pp | 276.66%-247.3pp | 28.51%+0.9pp |
| Employer contribution / active EE | $615 | $3,191-80.7% | $4,645-86.8% | $2,270-72.9% |
| Participant deferral / active EE | $3,646 | $6,073-40.0% | $6,842-46.7% | $3,740-2.5% |
| Admin fee / account holder | $107 | $551-80.6% | $9,310-98.9% | $513-79.2% |