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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,526 |
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.
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 | $32,374 | $46,173-29.9% | $170,435-81.0% | $69,631-53.5% |
| Participation rate | 16.6% | 63.9%-47.3pp | 83.6%-67.0pp | 70.7%-54.1pp |
| Annual return | 15.56% | 21.62%-6.1pp | 205.94%-190.4pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $280 | $1,610-82.6% | $5,432-94.8% | $2,032-86.2% |
| Participant deferral / active EE | $531 | $2,080-74.5% | $4,939-89.2% | $3,224-83.5% |
| Admin fee / account holder | $231 | $116+98.8% | $13,881-98.3% | $110+108.8% |