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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $70,579 |
Service code 13 · EIN 95-4568183 | Contract Administrator | $11,575 |
INNOVA INSURANCE SOLUTIONS2 years Service code 49 · EIN 46-1969276 | Other Services | $0 |
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).
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 | $25,514 | $62,267-59.0% | $110,243-76.9% | $55,725-54.2% |
| Participation rate | 78.8% | 78.1%+0.7pp | 79.8%-1.0pp | 70.9%+8.0pp |
| Annual return | -8.15% | -1.07%-7.1pp | 314.76%-322.9pp | 244.93%-253.1pp |
| Employer contribution / active EE | $4,316 | $1,941+122.3% | $3,827+12.8% | $2,078+107.7% |
| Participant deferral / active EE | $7,325 | $3,516+108.3% | $4,672+56.8% | $3,356+118.3% |
| Admin fee / account holder | $299 | $121+147.1% | $8,548-96.5% | $115+159.4% |