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| Provider | Service type | Compensation |
|---|---|---|
Service code 61 · EIN 52-2114207 | Finders' fees / placement fees | $21,804 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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.
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).
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 | $21,570 | $204,754-89.5% | $94,229-77.1% | - |
| Participation rate | 58.6% | 62.0%-3.4pp | 78.8%-20.2pp | - |
| Annual return | 0.77% | -1.02%+1.8pp | 10.68%-9.9pp | - |
| Employer contribution / active EE | $988 | $1,251-21.0% | $3,587-72.5% | - |
| Participant deferral / active EE | $2,625 | $2,009+30.6% | $4,320-39.3% | - |
| Admin fee / account holder | $11 | $13,693-99.9% | $6,269-99.8% | - |