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| Provider | Service type | Compensation |
|---|---|---|
Service code 66 | Insurance mortality and expense charg... | $5,337 |
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).
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 | $56,873 | $39,132+45.3% | $57,196-0.6% | $62,881-9.6% |
| Participation rate | 42.9% | 70.5%-27.6pp | 75.3%-32.5pp | 69.3%-26.4pp |
| Annual return | 6.47% | 9.24%-2.8pp | 14.59%-8.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $899 | $1,874-52.0% | $2,683-66.5% | $2,281-60.6% |
| Participant deferral / active EE | $1,138 | $2,374-52.1% | $3,096-63.2% | $3,203-64.5% |
| Admin fee / account holder | $61 | $2,594-97.7% | $3,141-98.1% | $4,296-98.6% |