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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,968 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,833 | $102,429-63.1% | $147,096-74.3% | $80,925-53.2% |
| Participation rate | 77.1% | 75.9%+1.2pp | 82.2%-5.1pp | 67.7%+9.4pp |
| Annual return | 12.10% | 135.02%-122.9pp | 419.75%-407.7pp | 35.65%-23.6pp |
| Employer contribution / active EE | $374 | $3,716-89.9% | $4,936-92.4% | $2,756-86.4% |
| Participant deferral / active EE | $2,560 | $6,649-61.5% | $8,071-68.3% | $4,299-40.5% |
| Admin fee / account holder | $378 | $7,957-95.2% | $13,005-97.1% | $6,940-94.6% |