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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ACTUARIAL DESIGNS AND SOLUTIONS,INC Service code 13 · EIN 01-0496183 | Contract Administrator | $9,448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $18,896 | $39,245-51.9% | $64,105-70.5% | $52,331-63.9% |
| Participation rate | 65.1% | 58.2%+6.9pp | 68.2%-3.0pp | 68.1%-3.0pp |
| Annual return | 0.21% | 14.79%-14.6pp | 791.24%-791.0pp | 4.54%-4.3pp |
| Employer contribution / active EE | $196 | $736-73.4% | $1,820-89.2% | $1,882-89.6% |
| Participant deferral / active EE | $918 | $1,992-53.9% | $2,822-67.5% | $3,022-69.6% |
| Admin fee / account holder | $50 | $592-91.6% | $4,499-98.9% | $592-91.6% |