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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,085 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $15,502 | $55,453-72.0% | $170,439-90.9% | $62,293-75.1% |
| Participation rate | 35.1% | 66.4%-31.3pp | 83.6%-48.5pp | 69.5%-34.4pp |
| Annual return | 68.92% | 21.38%+47.5pp | 205.94%-137.0pp | 28.90%+40.0pp |
| Employer contribution / active EE | $194 | $2,164-91.1% | $5,433-96.4% | $2,042-90.5% |
| Participant deferral / active EE | $1,809 | $2,303-21.4% | $4,939-63.4% | $3,169-42.9% |
| Admin fee / account holder | $124 | $455-72.7% | $13,881-99.1% | $479-74.0% |