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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,386 |
Service code 49 · EIN 41-0973005 | Other Services | $5,321 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,624 | $49,471-64.4% | $79,583-77.9% | $66,949-73.7% |
| Participation rate | 40.8% | 61.4%-20.6pp | 69.5%-28.7pp | 69.8%-29.0pp |
| Annual return | -16.72% | 84.30%-101.0pp | 0.16%-16.9pp | 1.57%-18.3pp |
| Employer contribution / active EE | $741 | $1,266-41.5% | $2,414-69.3% | $2,545-70.9% |
| Participant deferral / active EE | $1,319 | $3,160-58.3% | $3,986-66.9% | $4,239-68.9% |
| Admin fee / account holder | $78 | $595-86.8% | $6,835-98.9% | $594-86.8% |