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| Provider | Service type | Compensation |
|---|---|---|
GREENWOOD GEARHART, INC.1 year Service code 27 · EIN 71-0656198 | Advisory (Plan) | $6,742 |
GREENWOOD GEARHART, INC.1 year Filed as: GREENWOOD GROUP LTD Service code 13 · EIN 71-0726026 | Contract Administrator | $5,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,186 | $51,466-78.3% | $78,778-85.8% | $62,293-82.0% |
| Participation rate | 64.2% | 59.8%+4.4pp | 69.2%-5.0pp | 69.5%-5.3pp |
| Annual return | 28.44% | 19.96%+8.5pp | 35.62%-7.2pp | 28.90%-0.5pp |
| Employer contribution / active EE | $1,147 | $827+38.6% | $1,986-42.2% | $2,042-43.8% |
| Participant deferral / active EE | $1,480 | $2,147-31.1% | $2,958-50.0% | $3,169-53.3% |
| Admin fee / account holder | $109 | $489-77.7% | $5,134-97.9% | $479-77.2% |