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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NE 142010600 | Recordkeeping | $714 |
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 | $33,244 | $60,165-44.7% | $74,184-55.2% | $55,167-39.7% |
| Participation rate | 64.0% | 74.2%-10.2pp | 76.6%-12.6pp | 69.0%-5.0pp |
| Annual return | 8.10% | 10.00%-1.9pp | 17.74%-9.6pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,049 | $1,600-34.4% | $2,370-55.7% | $1,963-46.6% |
| Participant deferral / active EE | $1,680 | $2,973-43.5% | $3,550-52.7% | $3,054-45.0% |
| Admin fee / account holder | $38 | $419-91.0% | $5,586-99.3% | $504-92.5% |