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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $380 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,977 | $115,814-60.3% | $101,275-54.6% | $158,982-71.1% |
| Participation rate | 61.1% | 79.4%-18.3pp | 75.8%-14.7pp | 82.0%-20.9pp |
| Annual return | 4.77% | 56.16%-51.4pp | 46.48%-41.7pp | 302.99%-298.2pp |
| Employer contribution / active EE | $681 | $4,176-83.7% | $3,660-81.4% | $4,763-85.7% |
| Participant deferral / active EE | $1,896 | $4,958-61.8% | $4,371-56.6% | $5,983-68.3% |
| Admin fee / account holder | $478 | $7,249-93.4% | $5,948-92.0% | $11,252-95.7% |