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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,089 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,454 | $60,989-58.3% | $60,919-58.2% | $66,949-62.0% |
| Participation rate | 35.3% | 74.5%-39.2pp | 73.1%-37.8pp | 69.8%-34.5pp |
| Annual return | -11.53% | -9.60%-1.9pp | 16.96%-28.5pp | 1.57%-13.1pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,704-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,015 | $3,615-71.9% | $3,814-73.4% | $4,239-76.1% |
| Admin fee / account holder | $220 | $338-35.0% | $3,228-93.2% | $594-62.9% |