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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $598 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,194 | $25,302-71.6% | $74,722-90.4% | $67,579-89.4% |
| Participation rate | 8.6% | 37.8%-29.3pp | 54.5%-45.9pp | 71.3%-62.7pp |
| Annual return | 24.49% | 10291.17%-10266.7pp | 753.11%-728.6pp | 378.56%-354.1pp |
| Employer contribution / active EE | $77 | $446-82.8% | $1,084-92.9% | $2,148-96.4% |
| Participant deferral / active EE | $202 | $954-78.8% | $1,963-89.7% | $3,539-94.3% |
| Admin fee / account holder | $25 | $108-76.9% | $3,335-99.3% | $142-82.5% |