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| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.1 year Service code 13 · EIN 62-1200951 | Contract Administrator | $5,510 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $55,813 | $51,620+8.1% | $90,324-38.2% | $65,186-14.4% |
| Participation rate | 62.2% | 68.6%-6.5pp | 73.3%-11.1pp | 70.2%-8.0pp |
| Annual return | 1.10% | 24.94%-23.8pp | 78.15%-77.0pp | 29.39%-28.3pp |
| Employer contribution / active EE | $1,467 | $2,235-34.4% | $2,856-48.6% | $2,177-32.6% |
| Participant deferral / active EE | $2,109 | $2,871-26.5% | $3,885-45.7% | $3,514-40.0% |
| Admin fee / account holder | $203 | $384-47.1% | $5,356-96.2% | $847-76.0% |