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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,532 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,563 | $73,638-88.4% | $95,964-91.1% | $73,497-88.3% |
| Participation rate | 71.7% | 76.2%-4.5pp | 77.1%-5.4pp | 70.7%+1.0pp |
| Annual return | 31.06% | 16.78%+14.3pp | 91.64%-60.6pp | 28.51%+2.5pp |
| Employer contribution / active EE | $618 | $1,863-66.8% | $2,541-75.7% | $2,270-72.8% |
| Participant deferral / active EE | $1,771 | $3,617-51.0% | $4,167-57.5% | $3,740-52.6% |
| Admin fee / account holder | $141 | $482-70.7% | $6,797-97.9% | $513-72.5% |