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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,605 |
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).
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 | $12,330 | $49,255-75.0% | $70,494-82.5% | $79,856-84.6% |
| Participation rate | 98.9% | 69.2%+29.8pp | 75.1%+23.9pp | 69.6%+29.3pp |
| Annual return | 8.30% | 30.10%-21.8pp | 109.16%-100.9pp | 31.71%-23.4pp |
| Employer contribution / active EE | $1,451 | $2,100-30.9% | $2,738-47.0% | $2,471-41.3% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $166 | $2,879-94.2% | $3,848-95.7% | $5,306-96.9% |