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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT SOLUTIONS SPECIALISTS LL Service code 13 | Contract Administrator | $9,398 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,221 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $2,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,277 | $52,450-40.4% | $129,397-75.8% | $74,429-58.0% |
| Participation rate | 44.5% | 53.8%-9.4pp | 69.6%-25.1pp | 67.2%-22.7pp |
| Annual return | 12.29% | 15.65%-3.4pp | 9453.98%-9441.7pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $779 | $1,532-49.2% | $4,154-81.3% | $2,625-70.3% |
| Participant deferral / active EE | $1,714 | $2,797-38.7% | $4,167-58.9% | $4,348-60.6% |
| Admin fee / account holder | $76 | $2,636-97.1% | $7,679-99.0% | $1,944-96.1% |