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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,248 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,001 | $60,165-80.1% | $74,184-83.8% | $55,167-78.2% |
| Participation rate | 79.2% | 74.2%+5.0pp | 76.6%+2.6pp | 69.0%+10.2pp |
| Annual return | 7.73% | 10.00%-2.3pp | 17.74%-10.0pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,465 | $1,600-8.4% | $2,370-38.2% | $1,963-25.3% |
| Participant deferral / active EE | $2,834 | $2,973-4.6% | $3,550-20.2% | $3,054-7.2% |
| Admin fee / account holder | $160 | $419-61.8% | $5,586-97.1% | $504-68.2% |