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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,120 |
Annual investment return 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,450 | $65,223-80.9% | $80,022-84.4% | $55,725-77.7% |
| Participation rate | 85.9% | 80.6%+5.3pp | 75.8%+10.1pp | 70.9%+15.0pp |
| Annual return | -7.81% | 7.59%-15.4pp | 11.22%-19.0pp | 244.93%-252.7pp |
| Employer contribution / active EE | $1,867 | $2,544-26.6% | $2,468-24.4% | $2,078-10.2% |
| Participant deferral / active EE | $2,152 | $3,881-44.5% | $3,686-41.6% | $3,356-35.9% |
| Admin fee / account holder | $14 | $114-88.1% | $6,521-99.8% | $115-88.2% |