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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,795 |
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 | $6,869 | $77,920-91.2% | $149,723-95.4% | $75,177-90.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 67.45% | 31.72%+35.7pp | 134.50%-67.0pp | 160.75%-93.3pp |
| Employer contribution / active EE | $1,434 | $3,138-54.3% | $4,821-70.2% | $2,671-46.3% |
| Participant deferral / active EE | $1,066 | $3,411-68.8% | $5,682-81.2% | $4,126-74.2% |
| Admin fee / account holder | $129 | $5,951-97.8% | $13,215-99.0% | $5,651-97.7% |