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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSET MANAGEMENT FEES Service code 17 · EIN 84-1543749 | Pension Consulting | $15,434 |
Filed as: ABD RETIREMENT SERVICES INCQ Service code 27 450 SANSOME STREET · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $13,787 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,158 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,715 | $80,753-43.4% | $136,298-66.5% | $62,293-26.6% |
| Participation rate | 63.3% | 73.5%-10.3pp | 81.9%-18.6pp | 69.5%-6.2pp |
| Annual return | 18.19% | 35.83%-17.6pp | 5156.27%-5138.1pp | 28.90%-10.7pp |
| Employer contribution / active EE | $2,341 | $2,884-18.8% | $4,696-50.2% | $2,042+14.6% |
| Participant deferral / active EE | $5,061 | $5,164-2.0% | $6,247-19.0% | $3,169+59.7% |
| Admin fee / account holder | $191 | $525-63.7% | $9,244-97.9% | $479-60.2% |