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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,099 |
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).
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 | $7,337 | $44,734-83.6% | $99,470-92.6% | $67,579-89.1% |
| Participation rate | 21.0% | 66.2%-45.1pp | 73.8%-52.8pp | 71.3%-50.2pp |
| Annual return | 51.32% | 32.45%+18.9pp | 30.72%+20.6pp | 378.56%-327.2pp |
| Employer contribution / active EE | $350 | $1,261-72.2% | $2,540-86.2% | $2,148-83.7% |
| Participant deferral / active EE | $827 | $2,731-69.7% | $3,619-77.2% | $3,539-76.6% |
| Admin fee / account holder | $66 | $120-44.7% | $6,252-98.9% | $142-53.5% |