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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 23-3038464 | Contract Administrator | $7,037 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,979 | $46,173-84.9% | $170,435-95.9% | $69,631-90.0% |
| Participation rate | 32.0% | 63.9%-31.9pp | 83.6%-51.6pp | 70.7%-38.6pp |
| Annual return | 57.71% | 21.62%+36.1pp | 205.94%-148.2pp | 27571.02%-27513.3pp |
| Employer contribution / active EE | $476 | $1,610-70.4% | $5,432-91.2% | $2,032-76.6% |
| Participant deferral / active EE | $708 | $2,080-66.0% | $4,939-85.7% | $3,224-78.0% |
| Admin fee / account holder | $77 | $116-33.4% | $13,881-99.4% | $110-30.1% |