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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $25,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,653 | $54,320-38.0% | $67,652-50.3% | $52,331-35.7% |
| Participation rate | 69.4% | 73.6%-4.2pp | 75.7%-6.2pp | 68.1%+1.3pp |
| Annual return | 0.73% | 6.81%-6.1pp | 6625.40%-6624.7pp | 4.54%-3.8pp |
| Employer contribution / active EE | $350 | $1,544-77.3% | $2,266-84.6% | $1,882-81.4% |
| Participant deferral / active EE | $1,393 | $2,950-52.8% | $3,560-60.9% | $3,022-53.9% |
| Admin fee / account holder | $229 | $527-56.5% | $4,821-95.2% | $592-61.3% |