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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,322 |
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).
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 | $13,108 | $48,576-73.0% | $169,452-92.3% | $56,287-76.7% |
| Participation rate | 31.8% | 65.8%-34.0pp | 77.8%-46.0pp | 69.9%-38.0pp |
| Annual return | 80.45% | -2.51%+83.0pp | 1.83%+78.6pp | -9.96%+90.4pp |
| Employer contribution / active EE | $0 | $1,559-100.0% | $4,157-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,657 | $3,275-49.4% | $5,277-68.6% | $3,350-50.5% |
| Admin fee / account holder | $33 | $435-92.5% | $9,110-99.6% | $521-93.7% |