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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,739 |
Filed as: WEISBERG, MOLE, KRANTZ & GOLDFARB, Service code 99 · EIN 11-3619178 | Other Fees | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,082 | $51,466+57.5% | $78,778+2.9% | $62,293+30.2% |
| Participation rate | 52.0% | 59.8%-7.8pp | 69.2%-17.2pp | 69.5%-17.5pp |
| Annual return | 11.53% | 19.96%-8.4pp | 35.62%-24.1pp | 28.90%-17.4pp |
| Employer contribution / active EE | $842 | $827+1.8% | $1,986-57.6% | $2,042-58.8% |
| Participant deferral / active EE | $2,482 | $2,147+15.6% | $2,958-16.1% | $3,169-21.7% |
| Admin fee / account holder | $79 | $489-83.9% | $5,134-98.5% | $479-83.6% |