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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 27-4036926 | Contract Administrator | $44,970 |
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).
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 | $31,843 | $44,873-29.0% | $79,467-59.9% | $56,289-43.4% |
| Participation rate | 89.8% | 68.7%+21.0pp | 73.3%+16.4pp | 69.9%+19.9pp |
| Annual return | -6.32% | 0.81%-7.1pp | 718.30%-724.6pp | -9.96%+3.6pp |
| Employer contribution / active EE | $635 | $2,140-70.3% | $2,800-77.3% | $2,111-69.9% |
| Participant deferral / active EE | $3,217 | $2,746+17.2% | $3,704-13.1% | $3,350-4.0% |
| Admin fee / account holder | $366 | $418-12.7% | $5,104-92.8% | $521-29.8% |