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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 23-3038464 | Contract Administrator | $31,059 |
Filed as: EVANS, BEEBE & FIELDS FINANCIAL GRO Service code 15 1683 WOODLANDS DRIVE · MAUMEE, OH 43537 | Recordkeeping | $30,282 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,164 | $62,928-82.3% | $172,739-93.5% | $67,579-83.5% |
| Participation rate | 51.2% | 64.5%-13.2pp | 82.6%-31.4pp | 71.3%-20.1pp |
| Annual return | 19.51% | 30.36%-10.8pp | 802.84%-783.3pp | 378.56%-359.0pp |
| Employer contribution / active EE | $930 | $1,636-43.2% | $5,143-81.9% | $2,148-56.7% |
| Participant deferral / active EE | $1,527 | $2,145-28.8% | $5,198-70.6% | $3,539-56.9% |
| Admin fee / account holder | $172 | $167+3.1% | $13,954-98.8% | $142+20.8% |