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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,397 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,018 | $26,549+43.2% | $61,452-38.1% | $66,938-43.2% |
| Participation rate | 22.8% | 38.1%-15.3pp | 52.6%-29.8pp | 69.8%-47.0pp |
| Annual return | -19.60% | -16.21%-3.4pp | 338.96%-358.6pp | 1.58%-21.2pp |
| Employer contribution / active EE | $504 | $651-22.7% | $1,160-56.6% | $2,545-80.2% |
| Participant deferral / active EE | $1,032 | $1,338-22.9% | $2,125-51.4% | $4,238-75.7% |
| Admin fee / account holder | $459 | $409+12.4% | $2,131-78.5% | $594-22.6% |