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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,705 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,573 | $59,813-40.5% | $79,580-55.3% | $68,486-48.1% |
| Participation rate | 24.2% | 61.1%-36.9pp | 69.5%-45.3pp | 67.9%-43.7pp |
| Annual return | -17.54% | -12.30%-5.2pp | 0.15%-17.7pp | -7.85%-9.7pp |
| Employer contribution / active EE | $727 | $1,505-51.7% | $2,413-69.9% | $2,597-72.0% |
| Participant deferral / active EE | $1,596 | $3,024-47.2% | $3,985-60.0% | $4,028-60.4% |
| Admin fee / account holder | $470 | $4,835-90.3% | $6,835-93.1% | $5,404-91.3% |