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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 42-0127290 | Claims processing; Recordkeeping fees... | $7,923 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,873 | $65,125-75.6% | $143,797-89.0% | $66,949-76.3% |
| Participation rate | 32.0% | 65.2%-33.2pp | 80.3%-48.3pp | 69.8%-37.8pp |
| Annual return | -14.10% | -11.13%-3.0pp | -0.04%-14.1pp | 1.57%-15.7pp |
| Employer contribution / active EE | $1,011 | $2,362-57.2% | $4,952-79.6% | $2,545-60.3% |
| Participant deferral / active EE | $1,526 | $2,920-47.7% | $5,638-72.9% | $4,239-64.0% |
| Admin fee / account holder | $171 | $503-65.9% | $14,679-98.8% | $594-71.1% |