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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,156 |
MUTUAL SECURITIES INC1 year Service code 61 · EIN 95-3703162 | Finders' fees / placement fees | $0 |
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.
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 | $27,501 | $42,396-35.1% | $67,313-59.1% | $56,287-51.1% |
| Participation rate | 43.8% | 61.0%-17.2pp | 69.1%-25.3pp | 69.9%-26.0pp |
| Annual return | -3.45% | -36.63%+33.2pp | -4.08%+0.6pp | -9.96%+6.5pp |
| Employer contribution / active EE | $1,444 | $1,414+2.2% | $2,566-43.7% | $2,111-31.6% |
| Participant deferral / active EE | $1,963 | $2,360-16.8% | $3,568-45.0% | $3,350-41.4% |
| Admin fee / account holder | $17 | $510-96.6% | $4,507-99.6% | $521-96.7% |