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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,661 |
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 | $28,247 | $54,573-48.2% | $90,970-68.9% | $73,493-61.6% |
| Participation rate | 13.3% | 61.2%-47.9pp | 69.0%-55.7pp | 70.7%-57.4pp |
| Annual return | 17.76% | 16.69%+1.1pp | 134.58%-116.8pp | 28.51%-10.8pp |
| Employer contribution / active EE | $259 | $991-73.9% | $2,122-87.8% | $2,270-88.6% |
| Participant deferral / active EE | $595 | $2,517-76.4% | $3,373-82.4% | $3,740-84.1% |
| Admin fee / account holder | $206 | $521-60.6% | $5,960-96.6% | $513-59.9% |