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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,721 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,386 | $91,621-67.9% | $67,511-56.5% | $77,671-62.2% |
| Participation rate | 71.8% | 76.0%-4.2pp | 72.9%-1.1pp | 70.6%+1.2pp |
| Annual return | 23.14% | 14.87%+8.3pp | 3517.41%-3494.3pp | 31.21%-8.1pp |
| Employer contribution / active EE | $2,664 | $3,184-16.3% | $2,733-2.5% | $2,726-2.3% |
| Participant deferral / active EE | $5,085 | $3,906+30.2% | $4,000+27.1% | $4,648+9.4% |
| Admin fee / account holder | $20 | $176-88.7% | $3,999-99.5% | $430-95.4% |