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| Provider | Service type | Compensation |
|---|---|---|
TWG BENEFITS, INC.2 years Service code 15 400 SKOKIE BLVD SUITE #415 · NORTHBROOK, IL 60062 | Recordkeeping | $997 |
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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,721 | $31,388-69.0% | $73,550-86.8% | $62,293-84.4% |
| Participation rate | 31.9% | 39.9%-7.9pp | 54.9%-23.0pp | 69.5%-37.6pp |
| Annual return | 24.39% | 25.34%-0.9pp | -15.16%+39.6pp | 28.90%-4.5pp |
| Employer contribution / active EE | $512 | $498+2.7% | $1,219-58.0% | $2,042-75.0% |
| Participant deferral / active EE | $666 | $1,028-35.3% | $1,804-63.1% | $3,169-79.0% |
| Admin fee / account holder | $18 | $299-93.8% | $2,320-99.2% | $479-96.1% |