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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,291 |
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).
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 | $194,310 | $52,884+267.4% | $84,753+129.3% | $55,167+252.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 4.87% | 18.03%-13.2pp | 22.78%-17.9pp | 169.23%-164.4pp |
| Employer contribution / active EE | $4,611 | $2,233+106.5% | $3,574+29.0% | $1,963+135.0% |
| Participant deferral / active EE | $10,168 | $2,644+284.6% | $3,712+173.9% | $3,054+232.9% |
| Admin fee / account holder | $92 | $581-84.2% | $5,333-98.3% | $504-81.8% |