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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,149 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,922 | $49,451-79.9% | $79,580-87.5% | $66,938-85.2% |
| Participation rate | 12.6% | 61.3%-48.7pp | 69.5%-56.9pp | 69.8%-57.2pp |
| Annual return | 8.07% | 84.25%-76.2pp | 0.15%+7.9pp | 1.58%+6.5pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $454 | $3,159-85.6% | $3,985-88.6% | $4,238-89.3% |
| Admin fee / account holder | $95 | $595-84.0% | $6,835-98.6% | $594-83.9% |