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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $36,244 | $74,706-51.5% | $75,731-52.1% | $79,389-54.3% |
| Participation rate | 35.5% | 75.3%-39.9pp | 74.8%-39.4pp | 70.7%-35.3pp |
| Annual return | 22.06% | 18.52%+3.5pp | 104.65%-82.6pp | 116.89%-94.8pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,743-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $881 | $3,533-75.1% | $3,820-76.9% | $4,046-78.2% |
| Admin fee / account holder | $243 | $374-35.0% | $3,620-93.3% | $626-61.1% |