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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,907 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,664 | $83,884-68.2% | $64,101-58.4% | $74,460-64.2% |
| Participation rate | 62.1% | 76.6%-14.5pp | 72.3%-10.2pp | 70.7%-8.6pp |
| Annual return | 49.62% | 16.57%+33.1pp | 33.72%+15.9pp | 34.38%+15.2pp |
| Employer contribution / active EE | $2,589 | $3,084-16.0% | $2,749-5.8% | $2,638-1.9% |
| Participant deferral / active EE | $5,201 | $3,692+40.9% | $3,881+34.0% | $4,530+14.8% |
| Admin fee / account holder | $12 | $196-93.8% | $3,070-99.6% | $348-96.5% |