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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,300 |
GREGORY BURGE3+ years Filed as: GREGORY P BURGE CO II LLC Service code 22 · EIN 27-1166798 | Insurance Broker | $1,319 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
GREGORY BURGE1 year Filed as: GREGORY POWELL BURGE & CO INC Service code 14 · EIN 27-1166798 | Plan Administrator | $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 | $38,285 | $48,064-20.3% | $78,778-51.4% | $69,631-45.0% |
| Participation rate | 43.2% | 61.6%-18.4pp | 69.2%-26.0pp | 70.7%-27.5pp |
| Annual return | 13.42% | 21.81%-8.4pp | 35.62%-22.2pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $287 | $744-61.4% | $1,986-85.6% | $2,032-85.9% |
| Participant deferral / active EE | $2,331 | $2,079+12.1% | $2,958-21.2% | $3,224-27.7% |
| Admin fee / account holder | $45 | $152-70.6% | $5,134-99.1% | $110-59.6% |