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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,857 |
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).
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 | $31,028 | $49,255-37.0% | $70,494-56.0% | $79,856-61.1% |
| Participation rate | 52.0% | 69.2%-17.1pp | 75.1%-23.0pp | 69.6%-17.6pp |
| Annual return | 6.25% | 30.10%-23.9pp | 109.16%-102.9pp | 31.71%-25.5pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,447 | $2,768-47.7% | $3,711-61.0% | $3,741-61.3% |
| Admin fee / account holder | $213 | $2,879-92.6% | $3,848-94.5% | $5,306-96.0% |