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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,141 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,513 | $70,917-82.4% | $98,916-87.3% | $73,493-83.0% |
| Participation rate | 40.4% | 73.8%-33.4pp | 76.0%-35.6pp | 70.7%-30.2pp |
| Annual return | 18.34% | 34.18%-15.8pp | 196.45%-178.1pp | 28.51%-10.2pp |
| Employer contribution / active EE | $229 | $2,037-88.8% | $2,689-91.5% | $2,270-89.9% |
| Participant deferral / active EE | $1,734 | $3,501-50.5% | $4,245-59.1% | $3,740-53.6% |
| Admin fee / account holder | $180 | $535-66.4% | $6,642-97.3% | $513-65.0% |