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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN CONSULTANTS Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $17,776 |
GREEN HASSON JANKS2 years Filed as: GREEN RETIREMENT INC. Service code 27 909 MARINA VILLAGE PARKWAY · ALAMEDA, CA 94501 | Advisory (Plan) | $15,546 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $5,077 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,611 | $60,989-49.8% | $60,906-49.7% | $66,938-54.3% |
| Participation rate | 66.0% | 74.5%-8.4pp | 73.1%-7.1pp | 69.8%-3.8pp |
| Annual return | -11.34% | -9.60%-1.7pp | 16.94%-28.3pp | 1.58%-12.9pp |
| Employer contribution / active EE | $2,787 | $2,661+4.7% | $2,703+3.1% | $2,545+9.5% |
| Participant deferral / active EE | $4,999 | $3,615+38.3% | $3,814+31.1% | $4,238+17.9% |
| Admin fee / account holder | $254 | $338-25.0% | $3,227-92.1% | $594-57.2% |