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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 27-4036926 | Contract Administrator | $52,416 |
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 | $31,745 | $52,722-39.8% | $90,461-64.9% | $73,412-56.8% |
| Participation rate | 55.1% | 67.7%-12.6pp | 72.7%-17.6pp | 72.2%-17.0pp |
| Annual return | 15.16% | 20.70%-5.5pp | 1294.76%-1279.6pp | 59.30%-44.1pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,264-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,504 | $2,810-10.9% | $3,964-36.8% | $3,806-34.2% |
| Admin fee / account holder | $291 | $117+149.1% | $5,617-94.8% | $158+84.3% |