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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,146 | $60,165-53.2% | $74,184-62.1% | $55,167-49.0% |
| Participation rate | 24.7% | 74.2%-49.5pp | 76.6%-51.9pp | 69.0%-44.3pp |
| Annual return | -0.45% | 10.00%-10.5pp | 17.74%-18.2pp | 169.23%-169.7pp |
| Employer contribution / active EE | $966 | $1,600-39.6% | $2,370-59.2% | $1,963-50.8% |
| Participant deferral / active EE | $1,393 | $2,973-53.1% | $3,550-60.7% | $3,054-54.4% |
| Admin fee / account holder | $32 | $419-92.4% | $5,586-99.4% | $504-93.7% |