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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 27-4036926 | Contract Administrator | $41,802 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $31,258 | $50,637-38.3% | $86,582-63.9% | $62,293-49.8% |
| Participation rate | 95.3% | 67.9%+27.4pp | 73.5%+21.7pp | 69.5%+25.8pp |
| Annual return | 14.31% | 20.80%-6.5pp | 965.08%-950.8pp | 28.90%-14.6pp |
| Employer contribution / active EE | $710 | $2,075-65.8% | $2,839-75.0% | $2,042-65.3% |
| Participant deferral / active EE | $3,277 | $2,611+25.5% | $3,609-9.2% | $3,169+3.4% |
| Admin fee / account holder | $322 | $413-22.2% | $4,904-93.4% | $479-32.9% |