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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $16,389 |
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).
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 | $10,385 | $60,545-82.8% | $92,240-88.7% | $69,631-85.1% |
| Participation rate | 47.3% | 72.2%-24.9pp | 76.5%-29.2pp | 70.7%-23.4pp |
| Annual return | 29.71% | 19.71%+10.0pp | 176.29%-146.6pp | 27571.02%-27541.3pp |
| Employer contribution / active EE | $890 | $2,633-66.2% | $3,680-75.8% | $2,032-56.2% |
| Participant deferral / active EE | $1,909 | $2,828-32.5% | $3,897-51.0% | $3,224-40.8% |
| Admin fee / account holder | $53 | $145-63.7% | $5,194-99.0% | $110-52.4% |