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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH STREET · DE MOINES, IA 50392 | Contract Administrator | $39,905 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $26,290 | $29,507-10.9% | $56,025-53.1% | $77,762-66.2% |
| Participation rate | 32.2% | 32.7%-0.5pp | 52.5%-20.3pp | 70.6%-38.4pp |
| Annual return | 18.98% | 18.90%+0.1pp | 1712.69%-1693.7pp | 31.27%-12.3pp |
| Employer contribution / active EE | $795 | $570+39.6% | $1,042-23.6% | $2,728-70.8% |
| Participant deferral / active EE | $1,419 | $1,062+33.7% | $1,955-27.4% | $4,651-69.5% |
| Admin fee / account holder | $322 | $1,041-69.1% | $2,828-88.6% | $433-25.6% |