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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $260 |
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 | $21,191 | $69,383-69.5% | $101,271-79.1% | $73,493-71.2% |
| Participation rate | 23.0% | 68.4%-45.4pp | 75.8%-52.8pp | 70.7%-47.7pp |
| Annual return | 26.10% | 18.46%+7.6pp | 46.48%-20.4pp | 28.51%-2.4pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $825 | $3,301-75.0% | $4,371-81.1% | $3,740-78.0% |
| Admin fee / account holder | $7 | $704-99.0% | $5,948-99.9% | $513-98.7% |