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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,029 |
Service code 27 · EIN 81-3433658 | Advisory (Plan) | $9,246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,161 | $26,137-57.3% | $58,561-80.9% | $74,460-85.0% |
| Participation rate | 35.0% | 32.2%+2.8pp | 50.9%-15.9pp | 70.7%-35.8pp |
| Annual return | 14.47% | 32.53%-18.1pp | 4251.33%-4236.9pp | 34.38%-19.9pp |
| Employer contribution / active EE | $142 | $537-73.5% | $1,053-86.5% | $2,638-94.6% |
| Participant deferral / active EE | $652 | $1,076-39.4% | $1,923-66.1% | $4,530-85.6% |
| Admin fee / account holder | $114 | $648-82.4% | $2,520-95.5% | $348-67.3% |