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| Provider | Service type | Compensation |
|---|---|---|
BPAS1+ years Service code 14 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Plan Administrator | $13,890 |
GRANITE FINANCIAL PARTNERS1+ years Service code 26 · EIN 20-3917294 388 NASHUA ST · MILFORD, NH 03055 | Advisory (Participants) | $11,018 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,806 | $22,714+0.4% | $59,496-61.7% | $55,191-58.7% |
| Participation rate | 20.2% | 37.5%-17.3pp | 54.6%-34.4pp | 69.2%-49.0pp |
| Annual return | 150.93% | -44.01%+194.9pp | 182.05%-31.1pp | 10.78%+140.2pp |
| Employer contribution / active EE | $118 | $418-71.7% | $1,153-89.7% | $1,899-93.8% |
| Participant deferral / active EE | $408 | $843-51.6% | $1,829-77.7% | $3,046-86.6% |
| Admin fee / account holder | $283 | $83+239.6% | $2,232-87.3% | $91+211.8% |