Filed November 1, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $6,387 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $6,726 | $47,977-86.0% | $154,111-95.6% | $56,287-88.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -6.55% | 3.54%-10.1pp | 735.18%-741.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,221 | $2,169-43.7% | $5,298-76.9% | $2,111-42.1% |
| Participant deferral / active EE | $3,141 | $2,392+31.3% | $5,081-38.2% | $3,350-6.2% |
| Admin fee / account holder | $41 | $438-90.6% | $13,411-99.7% | $521-92.1% |