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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 45-5608425 | Consulting | $11,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,844 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $19,942 | $52,467-62.0% | $57,196-65.1% | $55,167-63.9% |
| Participation rate | 81.7% | 75.8%+5.9pp | 75.3%+6.4pp | 69.0%+12.7pp |
| Annual return | 0.24% | 7.72%-7.5pp | 14.59%-14.4pp | 169.23%-169.0pp |
| Employer contribution / active EE | $2,620 | $2,477+5.8% | $2,683-2.3% | $1,963+33.5% |
| Participant deferral / active EE | $1,443 | $2,830-49.0% | $3,096-53.4% | $3,054-52.8% |
| Admin fee / account holder | $74 | $269-72.6% | $3,141-97.7% | $504-85.4% |