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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $10,293 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,050 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $46,120 | $75,183-38.7% | $123,894-62.8% | $55,167-16.4% |
| Participation rate | 68.5% | 72.8%-4.3pp | 81.4%-12.9pp | 69.0%-0.5pp |
| Annual return | 21.10% | 19.01%+2.1pp | 47.52%-26.4pp | 169.23%-148.1pp |
| Employer contribution / active EE | $2,215 | $2,823-21.6% | $4,617-52.0% | $1,963+12.8% |
| Participant deferral / active EE | $5,226 | $5,084+2.8% | $5,984-12.7% | $3,054+71.1% |
| Admin fee / account holder | $10 | $663-98.4% | $8,357-99.9% | $504-97.9% |