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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $4,956 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $25,637 | $84,236-69.6% | $170,435-85.0% | $70,126-63.4% |
| Participation rate | 16.3% | 70.8%-54.5pp | 83.6%-67.3pp | 69.5%-53.2pp |
| Annual return | 17.52% | 23.06%-5.5pp | 205.94%-188.4pp | 73.15%-55.6pp |
| Employer contribution / active EE | $363 | $3,387-89.3% | $5,432-93.3% | $2,343-84.5% |
| Participant deferral / active EE | $937 | $3,086-69.6% | $4,939-81.0% | $3,332-71.9% |
| Admin fee / account holder | $265 | $5,698-95.4% | $13,881-98.1% | $4,645-94.3% |