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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,893 |
Service code 49 · EIN 52-2114207 | Other Services | $5,610 |
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).
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 | $4,904 | $23,224-78.9% | $71,089-93.1% | $55,725-91.2% |
| Participation rate | 42.5% | 37.9%+4.6pp | 54.6%-12.1pp | 70.9%-28.3pp |
| Annual return | -5.68% | -2.87%-2.8pp | 650.65%-656.3pp | 244.93%-250.6pp |
| Employer contribution / active EE | $84 | $436-80.7% | $1,088-92.2% | $2,078-95.9% |
| Participant deferral / active EE | $365 | $929-60.7% | $1,873-80.5% | $3,356-89.1% |
| Admin fee / account holder | $132 | $118+12.3% | $3,082-95.7% | $115+15.0% |