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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 27-4036926 | Contract Administrator | $39,317 |
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 | $26,140 | $54,237-51.8% | $90,324-71.1% | $67,582-61.3% |
| Participation rate | 52.9% | 68.6%-15.8pp | 73.3%-20.4pp | 71.3%-18.4pp |
| Annual return | 23.88% | 37.27%-13.4pp | 78.15%-54.3pp | 378.57%-354.7pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,856-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,351 | $2,625-10.5% | $3,885-39.5% | $3,539-33.6% |
| Admin fee / account holder | $222 | $123+80.0% | $5,356-95.9% | $142+56.1% |