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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $14,478 |
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 | $12,604 | $56,443-77.7% | $83,831-85.0% | $55,725-77.4% |
| Participation rate | 42.7% | 72.0%-29.4pp | 76.1%-33.5pp | 70.9%-28.2pp |
| Annual return | -5.93% | 393.67%-399.6pp | 850.99%-856.9pp | 244.93%-250.9pp |
| Employer contribution / active EE | $944 | $2,682-64.8% | $3,631-74.0% | $2,078-54.6% |
| Participant deferral / active EE | $1,884 | $2,965-36.5% | $4,082-53.8% | $3,356-43.9% |
| Admin fee / account holder | $47 | $156-69.8% | $5,479-99.1% | $115-59.1% |