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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,348 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,724 | $31,388+77.5% | $73,550-24.2% | $62,293-10.5% |
| Participation rate | 38.3% | 39.9%-1.6pp | 54.9%-16.7pp | 69.5%-31.2pp |
| Annual return | 14.46% | 25.34%-10.9pp | -15.16%+29.6pp | 28.90%-14.4pp |
| Employer contribution / active EE | $3 | $498-99.4% | $1,219-99.7% | $2,042-99.8% |
| Participant deferral / active EE | $1,122 | $1,028+9.1% | $1,804-37.8% | $3,169-64.6% |
| Admin fee / account holder | $255 | $299-14.7% | $2,320-89.0% | $479-46.7% |