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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,588 |
ABD RETIREMENT SERVICES INC3 years Service code 27 · EIN 80-0833114 | Advisory (Plan) | $18,895 |
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 | $28,111 | $52,293-46.2% | $178,499-84.3% | $73,412-61.7% |
| Participation rate | 39.8% | 65.3%-25.6pp | 81.9%-42.2pp | 72.2%-32.4pp |
| Annual return | 19.46% | 34.75%-15.3pp | 151.10%-131.6pp | 59.30%-39.8pp |
| Employer contribution / active EE | $524 | $1,735-69.8% | $5,011-89.5% | $2,234-76.5% |
| Participant deferral / active EE | $2,144 | $2,332-8.1% | $5,202-58.8% | $3,806-43.7% |
| Admin fee / account holder | $234 | $127+84.0% | $13,986-98.3% | $158+48.4% |