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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,965 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $25,764 | $55,002-53.2% | $59,899-57.0% | $56,289-54.2% |
| Participation rate | 55.7% | 75.9%-20.3pp | 74.7%-19.0pp | 69.9%-14.2pp |
| Annual return | 9.64% | 1.13%+8.5pp | 3.46%+6.2pp | -9.96%+19.6pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,723-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,445 | $3,121-53.7% | $3,402-57.5% | $3,350-56.9% |
| Admin fee / account holder | $181 | $236-23.1% | $3,592-95.0% | $521-65.2% |