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| Provider | Service type | Compensation |
|---|---|---|
PASQUA THOMAS2 years Service code 27 · EIN 05-4442417 | Advisory (Plan) | $9,259 |
Service code 37 · EIN 04-2647786 | Loan Processing | $538 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,476 | $51,620-25.5% | $90,300-57.4% | $65,185-41.0% |
| Participation rate | 32.0% | 68.6%-36.6pp | 73.3%-41.3pp | 70.2%-38.2pp |
| Annual return | 20.18% | 24.94%-4.8pp | 78.11%-57.9pp | 29.38%-9.2pp |
| Employer contribution / active EE | $349 | $2,235-84.4% | $2,854-87.8% | $2,177-84.0% |
| Participant deferral / active EE | $948 | $2,871-67.0% | $3,884-75.6% | $3,514-73.0% |
| Admin fee / account holder | $175 | $384-54.5% | $5,353-96.7% | $847-79.3% |