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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,761 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,890 | $55,449-46.1% | $83,850-64.4% | $56,287-46.9% |
| Participation rate | 43.9% | 68.0%-24.1pp | 76.1%-32.3pp | 69.9%-26.0pp |
| Annual return | -5.15% | -1.38%-3.8pp | 850.92%-856.1pp | -9.96%+4.8pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,580 | $2,935-46.2% | $4,082-61.3% | $3,350-52.8% |
| Admin fee / account holder | $310 | $656-52.7% | $5,478-94.3% | $521-40.4% |