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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.7 years Service code 13 · EIN 95-2887986 | Contract Administrator | $12,950 |
CHARLES SCHWAB & CO., INC.9+ years Service code 28 · EIN 94-1737782 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,686 | $47,135-73.1% | $149,717-91.5% | $74,440-83.0% |
| Participation rate | 92.3% | 63.4%+28.9pp | 78.8%+13.6pp | 70.7%+21.6pp |
| Annual return | 25.20% | 22.75%+2.4pp | 134.41%-109.2pp | 34.37%-9.2pp |
| Employer contribution / active EE | $432 | $1,906-77.3% | $4,820-91.0% | $2,638-83.6% |
| Participant deferral / active EE | $2,254 | $2,728-17.4% | $5,682-60.3% | $4,529-50.2% |
| Admin fee / account holder | $25 | $343-92.6% | $13,213-99.8% | $348-92.7% |