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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,906 | $50,637-68.6% | $86,582-81.6% | $62,293-74.5% |
| Participation rate | 23.8% | 67.9%-44.1pp | 73.5%-49.8pp | 69.5%-45.7pp |
| Annual return | 27.55% | 20.80%+6.7pp | 965.08%-937.5pp | 28.90%-1.4pp |
| Employer contribution / active EE | $452 | $2,075-78.2% | $2,839-84.1% | $2,042-77.9% |
| Participant deferral / active EE | $900 | $2,611-65.5% | $3,609-75.1% | $3,169-71.6% |
| Admin fee / account holder | $40 | $413-90.2% | $4,904-99.2% | $479-91.6% |