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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,976 |
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).
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 | $11,747 | $51,447-77.2% | $104,614-88.8% | $73,412-84.0% |
| Participation rate | 25.2% | 68.2%-43.0pp | 74.1%-48.9pp | 72.2%-47.0pp |
| Annual return | 43.71% | 25.06%+18.6pp | 340.56%-296.9pp | 59.30%-15.6pp |
| Employer contribution / active EE | $430 | $1,441-70.1% | $2,681-84.0% | $2,234-80.7% |
| Participant deferral / active EE | $866 | $3,058-71.7% | $3,739-76.8% | $3,806-77.3% |
| Admin fee / account holder | $126 | $122+3.4% | $6,464-98.0% | $158-20.2% |