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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,980 |
ABD RETIREMENT SERVICES INC2 years Service code 27 · EIN 80-0833114 | Advisory (Plan) | $14,577 |
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).
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 | $22,497 | $62,928-64.2% | $172,752-87.0% | $67,579-66.7% |
| Participation rate | 40.1% | 64.5%-24.4pp | 82.6%-42.6pp | 71.3%-31.2pp |
| Annual return | 32.44% | 30.36%+2.1pp | 802.97%-770.5pp | 378.56%-346.1pp |
| Employer contribution / active EE | $600 | $1,636-63.3% | $5,144-88.3% | $2,148-72.1% |
| Participant deferral / active EE | $1,732 | $2,145-19.3% | $5,198-66.7% | $3,539-51.1% |
| Admin fee / account holder | $187 | $167+12.3% | $13,955-98.7% | $142+31.5% |