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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,176 | $39,286+40.4% | $80,741-31.7% | $79,393-30.5% |
| Participation rate | 59.2% | 41.0%+18.2pp | 54.2%+5.0pp | 70.7%-11.5pp |
| Annual return | 10.98% | 98.95%-88.0pp | 87.30%-76.3pp | 116.87%-105.9pp |
| Employer contribution / active EE | $0 | $594-100.0% | $1,160-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,931 | $1,264+211.1% | $2,145+83.3% | $4,046-2.8% |
| Admin fee / account holder | $36 | $647-94.5% | $3,380-98.9% | $627-94.3% |