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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,518 |
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).
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 | $46,622 | $63,114-26.1% | $92,909-49.8% | $65,185-28.5% |
| Participation rate | 23.6% | 68.8%-45.2pp | 76.0%-52.4pp | 70.2%-46.6pp |
| Annual return | 24.73% | 28.75%-4.0pp | 109.44%-84.7pp | 29.38%-4.7pp |
| Employer contribution / active EE | $614 | $2,571-76.1% | $3,653-83.2% | $2,177-71.8% |
| Participant deferral / active EE | $1,323 | $3,108-57.4% | $4,238-68.8% | $3,514-62.4% |
| Admin fee / account holder | $49 | $624-92.1% | $5,795-99.1% | $847-94.2% |