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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,925 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,855 | $55,636-73.3% | $81,988-81.9% | $73,493-79.8% |
| Participation rate | 68.3% | 62.3%+6.0pp | 69.3%-0.9pp | 70.7%-2.3pp |
| Annual return | 21.25% | 19.07%+2.2pp | 41.31%-20.1pp | 28.51%-7.3pp |
| Employer contribution / active EE | $1,170 | $1,625-28.0% | $2,498-53.2% | $2,270-48.5% |
| Participant deferral / active EE | $2,343 | $2,762-15.2% | $3,722-37.1% | $3,740-37.4% |
| Admin fee / account holder | $158 | $493-67.8% | $5,665-97.2% | $513-69.1% |