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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,403 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $19,158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,714 | $91,517-87.2% | $101,264-88.4% | $73,412-84.0% |
| Participation rate | 35.8% | 73.8%-37.9pp | 75.8%-40.0pp | 72.2%-36.3pp |
| Annual return | 10.79% | 17.17%-6.4pp | 46.48%-35.7pp | 59.30%-48.5pp |
| Employer contribution / active EE | $801 | $2,877-72.2% | $3,660-78.1% | $2,234-64.2% |
| Participant deferral / active EE | $343 | $3,338-89.7% | $4,370-92.2% | $3,806-91.0% |
| Admin fee / account holder | $117 | $216-45.8% | $5,947-98.0% | $158-25.8% |