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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 27-4036926 | Contract Administrator | $66,241 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,840 | $63,768-40.7% | $98,506-61.6% | $79,389-52.3% |
| Participation rate | 59.5% | 69.9%-10.4pp | 73.3%-13.8pp | 70.7%-11.2pp |
| Annual return | 15.76% | 626.18%-610.4pp | 1494.92%-1479.2pp | 116.89%-101.1pp |
| Employer contribution / active EE | $0 | $2,558-100.0% | $2,961-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,821 | $3,305-14.6% | $4,277-34.0% | $4,046-30.3% |
| Admin fee / account holder | $358 | $516-30.7% | $5,955-94.0% | $626-42.9% |