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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $1,002 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,096 | $64,138-37.5% | $112,258-64.3% | $66,930-40.1% |
| Participation rate | 57.3% | 68.5%-11.2pp | 75.1%-17.8pp | 69.8%-12.5pp |
| Annual return | -19.16% | -13.81%-5.4pp | 27.47%-46.6pp | 1.57%-20.7pp |
| Employer contribution / active EE | $1,205 | $3,006-59.9% | $3,636-66.8% | $2,545-52.6% |
| Participant deferral / active EE | $2,718 | $3,694-26.4% | $4,728-42.5% | $4,238-35.9% |
| Admin fee / account holder | $13 | $625-97.9% | $6,411-99.8% | $593-97.7% |