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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,360 | $63,314-48.9% | $91,004-64.4% | $62,293-48.1% |
| Participation rate | 47.2% | 73.3%-26.1pp | 75.6%-28.4pp | 69.5%-22.3pp |
| Annual return | 20.42% | 21.00%-0.6pp | 4.60%+15.8pp | 28.90%-8.5pp |
| Employer contribution / active EE | $1,281 | $1,807-29.1% | $2,456-47.8% | $2,042-37.3% |
| Participant deferral / active EE | $2,069 | $2,944-29.7% | $3,548-41.7% | $3,169-34.7% |
| Admin fee / account holder | $150 | $468-67.9% | $5,417-97.2% | $479-68.7% |