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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $3,204 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,472 | $55,449-55.9% | $83,830-70.8% | $56,287-56.5% |
| Participation rate | 52.8% | 68.0%-15.2pp | 76.1%-23.4pp | 69.9%-17.1pp |
| Annual return | -9.74% | -1.38%-8.4pp | 850.97%-860.7pp | -9.96%+0.2pp |
| Employer contribution / active EE | $910 | $2,430-62.5% | $3,631-74.9% | $2,111-56.9% |
| Participant deferral / active EE | $1,995 | $2,935-32.0% | $4,082-51.1% | $3,350-40.4% |
| Admin fee / account holder | $49 | $656-92.5% | $5,479-99.1% | $521-90.5% |