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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,018 |
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).
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 | $39,008 | $66,124-41.0% | $90,461-56.9% | $73,497-46.9% |
| Participation rate | 34.5% | 69.7%-35.2pp | 72.7%-38.2pp | 70.7%-36.2pp |
| Annual return | 15.90% | 17.65%-1.8pp | 1294.76%-1278.9pp | 28.51%-12.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,264-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,253 | $3,039-58.8% | $3,964-68.4% | $3,740-66.5% |
| Admin fee / account holder | $23 | $396-94.2% | $5,617-99.6% | $513-95.5% |