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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,728 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
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 | $21,968 | $50,385-56.4% | $75,501-70.9% | $62,293-64.7% |
| Participation rate | 25.5% | 67.7%-42.2pp | 72.4%-46.9pp | 69.5%-44.1pp |
| Annual return | 37.11% | 19.90%+17.2pp | 27.35%+9.8pp | 28.90%+8.2pp |
| Employer contribution / active EE | $503 | $1,537-67.3% | $2,352-78.6% | $2,042-75.3% |
| Participant deferral / active EE | $884 | $2,445-63.8% | $3,142-71.9% | $3,169-72.1% |
| Admin fee / account holder | $87 | $384-77.3% | $5,801-98.5% | $479-81.8% |