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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,154 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,857 | $43,338-8.0% | $59,887-33.4% | $64,173-37.9% |
| Participation rate | 51.8% | 69.2%-17.4pp | 74.7%-22.9pp | 69.6%-17.8pp |
| Annual return | -1.57% | -1.55%0pp | 3.46%-5.0pp | 7.63%-9.2pp |
| Employer contribution / active EE | $525 | $2,030-74.1% | $2,722-80.7% | $2,381-78.0% |
| Participant deferral / active EE | $1,160 | $2,547-54.5% | $3,402-65.9% | $3,470-66.6% |
| Admin fee / account holder | $25 | $3,007-99.2% | $3,591-99.3% | $4,887-99.5% |