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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY ADMINISTRATORS1 year Service code 13 · EIN 81-2053326 | Contract Administrator | $9,546 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES, INC Service code 13 · EIN 62-1200951 | Contract Administrator | $7,912 |
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.)
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).
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 | $62,183 | $66,124-6.0% | $90,461-31.3% | $73,497-15.4% |
| Participation rate | 67.6% | 69.7%-2.1pp | 72.7%-5.1pp | 70.7%-3.1pp |
| Annual return | 10.81% | 17.65%-6.8pp | 1294.76%-1284.0pp | 28.51%-17.7pp |
| Employer contribution / active EE | $1,685 | $2,346-28.2% | $3,264-48.4% | $2,270-25.8% |
| Participant deferral / active EE | $2,447 | $3,039-19.5% | $3,964-38.3% | $3,740-34.6% |
| Admin fee / account holder | $401 | $396+1.2% | $5,617-92.9% | $513-21.9% |