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| Provider | Service type | Compensation |
|---|---|---|
GREGORY BURGE2+ years Filed as: GREGORY P BURGE CO II LLC Service code 22 · EIN 27-1166798 | Insurance Broker | $6,699 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,616 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
BENEFIT SYSTEMS, INC2+ years Service code 10 · EIN 74-2743978 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,399 | $37,044+1.0% | $71,796-47.9% | $57,658-35.1% |
| Participation rate | 35.5% | 61.1%-25.6pp | 69.1%-33.6pp | 70.2%-34.7pp |
| Annual return | 3.76% | 12.64%-8.9pp | 78.04%-74.3pp | 5.13%-1.4pp |
| Employer contribution / active EE | $239 | $720-66.8% | $1,924-87.6% | $1,974-87.9% |
| Participant deferral / active EE | $2,376 | $1,974+20.4% | $2,794-15.0% | $3,061-22.4% |
| Admin fee / account holder | $10 | $101-90.1% | $4,815-99.8% | $95-89.5% |