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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,277 |
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.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,886 | $46,325-44.1% | $143,788-82.0% | $64,814-60.1% |
| Participation rate | 5.9% | 64.2%-58.3pp | 80.3%-74.4pp | 71.5%-65.5pp |
| Annual return | 340.85% | -10.05%+350.9pp | -0.03%+340.9pp | 32.84%+308.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $368 | $2,647-86.1% | $5,638-93.5% | $4,310-91.5% |
| Admin fee / account holder | $350 | $154+127.6% | $14,675-97.6% | $188+86.4% |