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| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT PRACTICE2 years Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $1,100 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $300 |
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 | $18,531 | $58,895-68.5% | $178,503-89.6% | $73,497-74.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 23.80% | 24.86%-1.1pp | 151.12%-127.3pp | 28.51%-4.7pp |
| Employer contribution / active EE | $3,955 | $2,236+76.9% | $5,011-21.1% | $2,270+74.2% |
| Participant deferral / active EE | $4,850 | $2,567+88.9% | $5,202-6.8% | $3,740+29.7% |
| Admin fee / account holder | $7 | $400-98.3% | $13,987-100.0% | $513-98.7% |