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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $160 |
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.
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 | $23,036 | $63,114-63.5% | $92,909-75.2% | $65,185-64.7% |
| Participation rate | 11.6% | 68.8%-57.2pp | 76.0%-64.4pp | 70.2%-58.6pp |
| Annual return | 32.62% | 28.75%+3.9pp | 109.44%-76.8pp | 29.38%+3.2pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $663 | $3,108-78.7% | $4,238-84.4% | $3,514-81.1% |
| Admin fee / account holder | $7 | $624-98.9% | $5,795-99.9% | $847-99.2% |