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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,717 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,455 | $79,955-91.9% | $98,461-93.4% | $75,173-91.4% |
| Participation rate | 98.8% | 70.4%+28.4pp | 75.2%+23.6pp | 67.2%+31.5pp |
| Annual return | 16.54% | 19.75%-3.2pp | 21.17%-4.6pp | 160.72%-144.2pp |
| Employer contribution / active EE | $641 | $2,264-71.7% | $3,049-79.0% | $2,671-76.0% |
| Participant deferral / active EE | $1,013 | $3,752-73.0% | $4,738-78.6% | $4,126-75.4% |
| Admin fee / account holder | $109 | $6,841-98.4% | $8,961-98.8% | $5,651-98.1% |