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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,671 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $17,909 | $44,873-60.1% | $79,467-77.5% | $56,289-68.2% |
| Participation rate | 24.5% | 68.7%-44.2pp | 73.3%-48.8pp | 69.9%-45.3pp |
| Annual return | -3.81% | 0.81%-4.6pp | 718.30%-722.1pp | -9.96%+6.2pp |
| Employer contribution / active EE | $546 | $2,140-74.5% | $2,800-80.5% | $2,111-74.1% |
| Participant deferral / active EE | $960 | $2,746-65.0% | $3,704-74.1% | $3,350-71.3% |
| Admin fee / account holder | $42 | $418-90.0% | $5,104-99.2% | $521-92.0% |