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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,968 |
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.
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 | $50,171 | $51,620-2.8% | $90,304-44.4% | $65,185-23.0% |
| Participation rate | 41.2% | 68.6%-27.4pp | 73.3%-32.0pp | 70.2%-29.0pp |
| Annual return | 19.39% | 24.94%-5.5pp | 78.13%-58.7pp | 29.38%-10.0pp |
| Employer contribution / active EE | $170 | $2,235-92.4% | $2,855-94.0% | $2,177-92.2% |
| Participant deferral / active EE | $1,151 | $2,871-59.9% | $3,885-70.4% | $3,514-67.2% |
| Admin fee / account holder | $293 | $384-23.9% | $5,354-94.5% | $847-65.5% |