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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,249 |
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.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,620 | $63,156-95.9% | $122,354-97.9% | $62,293-95.8% |
| Participation rate | 59.8% | 60.0%-0.2pp | 71.6%-11.8pp | 69.5%-9.7pp |
| Annual return | 41.17% | 20.61%+20.6pp | 30.28%+10.9pp | 28.90%+12.3pp |
| Employer contribution / active EE | $42 | $1,385-97.0% | $4,051-99.0% | $2,042-97.9% |
| Participant deferral / active EE | $1,283 | $2,321-44.7% | $3,287-61.0% | $3,169-59.5% |
| Admin fee / account holder | $44 | $440-90.0% | $5,479-99.2% | $479-90.8% |