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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $56,352 |
Service code 13 · EIN 39-1816008 | Contract Administrator | $27,644 |
FUTURE PLAN/URPC VENDOR1 year Service code 13 · EIN 24-1759623 | Contract Administrator | $17,311 |
Service code 49 · EIN 41-0973005 | Other Services | $11,476 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,231 | $104,336-91.2% | $159,455-94.2% | $86,813-89.4% |
| Participation rate | 62.8% | 77.7%-14.9pp | 82.8%-20.0pp | 72.3%-9.5pp |
| Annual return | 28.64% | 26.32%+2.3pp | 263.63%-235.0pp | 97.93%-69.3pp |
| Employer contribution / active EE | $4,046 | $3,451+17.2% | $4,830-16.2% | $2,406+68.2% |
| Participant deferral / active EE | $1,124 | $6,837-83.6% | $7,353-84.7% | $4,131-72.8% |
| Admin fee / account holder | $166 | $172-3.6% | $10,800-98.5% | $170-2.1% |