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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,771 |
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 | $10,982 | $43,344-74.7% | $59,899-81.7% | $64,173-82.9% |
| Participation rate | 97.8% | 69.2%+28.7pp | 74.7%+23.1pp | 69.6%+28.3pp |
| Annual return | 9.47% | -1.55%+11.0pp | 3.46%+6.0pp | 7.63%+1.8pp |
| Employer contribution / active EE | $1,308 | $2,030-35.5% | $2,723-51.9% | $2,381-45.0% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $154 | $3,008-94.9% | $3,592-95.7% | $4,887-96.9% |