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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 27-4036926 | Contract Administrator | $33,474 |
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 | $18,551 | $46,100-59.8% | $86,582-78.6% | $69,631-73.4% |
| Participation rate | 53.5% | 67.2%-13.7pp | 73.5%-20.0pp | 70.7%-17.2pp |
| Annual return | 16.94% | 21.02%-4.1pp | 965.08%-948.1pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $2,839-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,007 | $2,432-17.5% | $3,609-44.4% | $3,224-37.7% |
| Admin fee / account holder | $203 | $94+116.2% | $4,904-95.9% | $110+83.7% |