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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $588 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,890 | $124,330-47.8% | $109,173-40.6% | $167,536-61.3% |
| Participation rate | 68.8% | 79.5%-10.7pp | 75.9%-7.1pp | 82.1%-13.4pp |
| Annual return | 12.31% | 26.04%-13.7pp | 25.75%-13.4pp | 478.82%-466.5pp |
| Employer contribution / active EE | $834 | $4,209-80.2% | $3,723-77.6% | $4,839-82.8% |
| Participant deferral / active EE | $2,315 | $5,256-56.0% | $4,654-50.3% | $6,342-63.5% |
| Admin fee / account holder | $481 | $7,974-94.0% | $6,755-92.9% | $12,315-96.1% |