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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,596 |
Employer 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).
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 | $65,004 | $65,378-0.6% | $87,103-25.4% | $65,186-0.3% |
| Participation rate | 71.7% | 75.3%-3.6pp | 76.9%-5.2pp | 70.2%+1.5pp |
| Annual return | 26.73% | 31.28%-4.5pp | 28.19%-1.5pp | 29.39%-2.7pp |
| Employer contribution / active EE | $292 | $1,823-84.0% | $2,521-88.4% | $2,177-86.6% |
| Participant deferral / active EE | $1,974 | $3,389-41.8% | $4,049-51.2% | $3,514-43.8% |
| Admin fee / account holder | $76 | $520-85.4% | $7,491-99.0% | $847-91.1% |