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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,819 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
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 | $35,312 | $51,620-31.6% | $90,324-60.9% | $65,186-45.8% |
| Participation rate | 34.5% | 68.6%-34.1pp | 73.3%-38.8pp | 70.2%-35.7pp |
| Annual return | 23.31% | 24.94%-1.6pp | 78.15%-54.8pp | 29.39%-6.1pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,856-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,079 | $2,871-62.4% | $3,885-72.2% | $3,514-69.3% |
| Admin fee / account holder | $40 | $384-89.5% | $5,356-99.2% | $847-95.2% |