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| Provider | Service type | Compensation |
|---|---|---|
FV ASSET MANAGEMENT INC3+ years Service code 27 · EIN 26-3318038 | Advisory (Plan) | $13,504 |
REDWOOD PENSIONS, LLC3+ years Service code 15 · EIN 27-2431450 | Recordkeeping | $2,072 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $1,160 |
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 | $35,980 | $85,766-58.0% | $136,298-73.6% | $70,126-48.7% |
| Participation rate | 68.7% | 74.2%-5.5pp | 81.9%-13.3pp | 69.5%-0.9pp |
| Annual return | 16.07% | 31.46%-15.4pp | 5156.27%-5140.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,038 | $5,051+39.3% | $6,247+12.7% | $3,332+111.2% |
| Admin fee / account holder | $170 | $5,421-96.9% | $9,244-98.2% | $4,645-96.3% |