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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $11,902 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $949 |
Employer 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,140 | $61,052-31.0% | $142,874-70.5% | $79,393-46.9% |
| Participation rate | 79.1% | 60.1%+19.0pp | 72.0%+7.2pp | 70.7%+8.4pp |
| Annual return | 17.96% | 16.02%+1.9pp | 5638.58%-5620.6pp | 116.87%-98.9pp |
| Employer contribution / active EE | $18 | $1,481-98.8% | $4,145-99.6% | $2,428-99.3% |
| Participant deferral / active EE | $5,996 | $2,879+108.2% | $3,838+56.2% | $4,046+48.2% |
| Admin fee / account holder | $7 | $659-99.0% | $6,561-99.9% | $627-99.0% |