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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $76 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $8,139 | $35,986-77.4% | $77,513-89.5% | $73,493-88.9% |
| Participation rate | 42.5% | 40.8%+1.6pp | 54.2%-11.7pp | 70.7%-28.2pp |
| Annual return | 13.09% | 19.26%-6.2pp | 54.81%-41.7pp | 28.51%-15.4pp |
| Employer contribution / active EE | $325 | $557-41.6% | $987-67.0% | $2,270-85.7% |
| Participant deferral / active EE | $547 | $1,198-54.3% | $1,861-70.6% | $3,740-85.4% |
| Admin fee / account holder | $1 | $466-99.7% | $2,859-99.9% | $513-99.7% |