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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 27-4036926 | Contract Administrator | $40,080 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
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 | $19,118 | $43,999-56.5% | $79,467-75.9% | $55,725-65.7% |
| Participation rate | 58.5% | 66.9%-8.4pp | 73.3%-14.8pp | 70.9%-12.4pp |
| Annual return | -7.80% | 1.81%-9.6pp | 718.30%-726.1pp | 244.93%-252.7pp |
| Employer contribution / active EE | $0 | $1,830-100.0% | $2,800-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,435 | $2,538-4.1% | $3,704-34.3% | $3,356-27.4% |
| Admin fee / account holder | $229 | $118+94.8% | $5,104-95.5% | $115+98.8% |