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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,821 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,332 | $60,989-81.4% | $60,906-81.4% | $66,938-83.1% |
| Participation rate | 90.7% | 74.5%+16.3pp | 73.1%+17.6pp | 69.8%+20.9pp |
| Annual return | -14.25% | -9.60%-4.7pp | 16.94%-31.2pp | 1.58%-15.8pp |
| Employer contribution / active EE | $1,498 | $2,661-43.7% | $2,703-44.6% | $2,545-41.1% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,814-100.0% | $4,238-100.0% |
| Admin fee / account holder | $180 | $338-47.0% | $3,227-94.4% | $594-69.8% |