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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,054 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,554 | $53,837+16.2% | $75,714-17.4% | $85,847-27.1% |
| Participation rate | 38.8% | 69.1%-30.3pp | 74.8%-36.1pp | 69.3%-30.5pp |
| Annual return | 17.02% | 24.54%-7.5pp | 104.62%-87.6pp | 318.61%-301.6pp |
| Employer contribution / active EE | $1,265 | $2,017-37.3% | $2,744-53.9% | $2,565-50.7% |
| Participant deferral / active EE | $4,697 | $2,895+62.2% | $3,820+22.9% | $3,952+18.8% |
| Admin fee / account holder | $289 | $3,339-91.3% | $3,619-92.0% | $6,261-95.4% |