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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1000 ELM STREET, 12TH FLOOR · MANCHESTER, NH 031012533 | Advisory (Plan) | $14,356 |
THIRD PARTY ADMINISTRATORS, INC.2+ years Service code 13 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Contract Administrator | $600 |
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 | $28,485 | $23,385+21.8% | $69,182-58.8% | $57,658-50.6% |
| Participation rate | 25.8% | 37.9%-12.1pp | 55.1%-29.3pp | 70.2%-44.4pp |
| Annual return | 7.04% | -659.34%+666.4pp | -21.93%+29.0pp | 5.13%+1.9pp |
| Employer contribution / active EE | $188 | $422-55.5% | $1,206-84.4% | $1,974-90.5% |
| Participant deferral / active EE | $753 | $843-10.7% | $1,897-60.3% | $3,061-75.4% |
| Admin fee / account holder | $111 | $82+35.0% | $2,697-95.9% | $95+17.3% |