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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $200 |
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).
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 | $18,253 | $63,768-71.4% | $98,483-81.5% | $79,391-77.0% |
| Participation rate | 43.1% | 69.9%-26.7pp | 73.3%-30.2pp | 70.7%-27.6pp |
| Annual return | 36.09% | 626.18%-590.1pp | 1494.38%-1458.3pp | 116.88%-80.8pp |
| Employer contribution / active EE | $0 | $2,558-100.0% | $2,961-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $765 | $3,305-76.9% | $4,276-82.1% | $4,046-81.1% |
| Admin fee / account holder | $4 | $516-99.3% | $5,953-99.9% | $627-99.4% |