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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $991 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $47,059 | $63,768-26.2% | $98,506-52.2% | $79,389-40.7% |
| Participation rate | 28.6% | 69.9%-41.3pp | 73.3%-44.8pp | 70.7%-42.1pp |
| Annual return | 14.30% | 626.18%-611.9pp | 1494.92%-1480.6pp | 116.89%-102.6pp |
| Employer contribution / active EE | $0 | $2,558-100.0% | $2,961-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,075 | $3,305-67.5% | $4,277-74.9% | $4,046-73.4% |
| Admin fee / account holder | $23 | $516-95.6% | $5,955-99.6% | $626-96.4% |