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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 27-4036926 | Contract Administrator | $27,891 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,179 | $39,859-64.4% | $78,676-82.0% | $57,658-75.4% |
| Participation rate | 49.8% | 66.1%-16.3pp | 73.6%-23.7pp | 70.2%-20.4pp |
| Annual return | 7.78% | 18.96%-11.2pp | 62.19%-54.4pp | 5.13%+2.7pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,850-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,896 | $2,248-15.6% | $3,517-46.1% | $3,061-38.0% |
| Admin fee / account holder | $173 | $76+127.4% | $4,510-96.2% | $95+83.3% |