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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,566 |
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 | $44,115 | $45,082-2.1% | $69,464-36.5% | $72,975-39.5% |
| Participation rate | 58.8% | 68.5%-9.7pp | 74.6%-15.9pp | 69.5%-10.7pp |
| Annual return | 13.85% | 22.66%-8.8pp | 28.98%-15.1pp | 81.01%-67.2pp |
| Employer contribution / active EE | $730 | $2,055-64.5% | $2,779-73.7% | $2,440-70.1% |
| Participant deferral / active EE | $1,544 | $2,604-40.7% | $3,536-56.3% | $3,608-57.2% |
| Admin fee / account holder | $74 | $3,057-97.6% | $3,840-98.1% | $5,124-98.6% |