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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,014 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $28,848 | $35,986-19.8% | $77,513-62.8% | $73,493-60.7% |
| Participation rate | 22.8% | 40.8%-18.1pp | 54.2%-31.4pp | 70.7%-47.9pp |
| Annual return | 20.24% | 19.26%+1.0pp | 54.81%-34.6pp | 28.51%-8.3pp |
| Employer contribution / active EE | $639 | $557+14.6% | $987-35.3% | $2,270-71.9% |
| Participant deferral / active EE | $1,173 | $1,198-2.0% | $1,861-37.0% | $3,740-68.6% |
| Admin fee / account holder | $385 | $466-17.3% | $2,859-86.5% | $513-24.9% |