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| Provider | Service type | Compensation |
|---|---|---|
APW CAPITAL INC1 year Service code 55 · EIN 22-3526587 | Other Commissions | $48,914 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,576 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,862 | $23,119-14.1% | $71,089-72.1% | $75,289-73.6% |
| Participation rate | 18.5% | 36.3%-17.8pp | 54.6%-36.1pp | 72.4%-53.9pp |
| Annual return | -44.38% | -3.32%-41.1pp | 650.65%-695.0pp | -0.04%-44.3pp |
| Employer contribution / active EE | $556 | $399+39.3% | $1,088-48.9% | $2,405-76.9% |
| Participant deferral / active EE | $1,440 | $960+49.9% | $1,873-23.1% | $3,739-61.5% |
| Admin fee / account holder | $17 | $89-81.4% | $3,082-99.5% | $102-83.7% |