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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16 |
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.
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 | $12,842 | $28,109-54.3% | $71,086-81.9% | $56,287-77.2% |
| Participation rate | 11.7% | 40.4%-28.7pp | 54.7%-43.0pp | 69.9%-58.2pp |
| Annual return | -5.38% | -615.05%+609.7pp | 650.59%-656.0pp | -9.96%+4.6pp |
| Employer contribution / active EE | $141 | $558-74.7% | $1,088-87.0% | $2,111-93.3% |
| Participant deferral / active EE | $233 | $1,116-79.1% | $1,874-87.6% | $3,350-93.1% |
| Admin fee / account holder | $1 | $585-99.9% | $3,082-100.0% | $521-99.9% |