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| Provider | Service type | Compensation |
|---|---|---|
THE GLEASON GROUP2 years Service code 27 · EIN 47-4017279 9418 NORTON COMMONS BLVD STE 100 · PROSPECT, KY 40059 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,070 | $42,383+1.6% | $76,518-43.7% | $64,173-32.9% |
| Participation rate | 26.5% | 58.1%-31.7pp | 68.0%-41.5pp | 69.6%-43.1pp |
| Annual return | -7.28% | -16.54%+9.3pp | -0.27%-7.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $583 | $1,563-62.7% | $2,647-78.0% | $2,381-75.5% |
| Participant deferral / active EE | $1,298 | $2,566-49.4% | $3,836-66.2% | $3,470-62.6% |
| Admin fee / account holder | $372 | $3,198-88.4% | $4,849-92.3% | $4,887-92.4% |