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| Provider | Service type | Compensation |
|---|---|---|
AVINTUS1 year Service code 13 113 SEABOARD LANE, SUITE B150 · FRANKLIN, TN 37067 | Contract Administrator | $450 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,871 | $44,425-91.3% | $67,834-94.3% | $55,167-93.0% |
| Participation rate | 26.2% | 59.7%-33.5pp | 68.8%-42.6pp | 69.0%-42.8pp |
| Annual return | 2.57% | 17.80%-15.2pp | 138.47%-135.9pp | 169.23%-166.7pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $450 | $2,166-79.2% | $3,160-85.8% | $3,054-85.3% |
| Admin fee / account holder | $9 | $530-98.3% | $4,622-99.8% | $504-98.2% |