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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,794 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,900 | $55,122-2.2% | $104,625-48.5% | $73,493-26.7% |
| Participation rate | 90.4% | 67.7%+22.7pp | 74.1%+16.3pp | 70.7%+19.7pp |
| Annual return | 11.05% | 24.77%-13.7pp | 340.60%-329.5pp | 28.51%-17.5pp |
| Employer contribution / active EE | $590 | $1,464-59.7% | $2,681-78.0% | $2,270-74.0% |
| Participant deferral / active EE | $3,214 | $2,919+10.1% | $3,738-14.0% | $3,740-14.1% |
| Admin fee / account holder | $16 | $423-96.2% | $6,465-99.8% | $513-96.9% |