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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $30,666 | $46,297-33.8% | $71,671-57.2% | $62,293-50.8% |
| Participation rate | 52.9% | 60.6%-7.7pp | 68.7%-15.8pp | 69.5%-16.6pp |
| Annual return | 14.74% | 22.32%-7.6pp | 20.65%-5.9pp | 28.90%-14.2pp |
| Employer contribution / active EE | $1,713 | $1,412+21.3% | $2,460-30.4% | $2,042-16.1% |
| Participant deferral / active EE | $2,212 | $2,235-1.0% | $3,438-35.6% | $3,169-30.2% |
| Admin fee / account holder | $20 | $461-95.7% | $5,558-99.6% | $479-95.9% |