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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC2 years Service code 27 65 MADISON AVE STE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $6,377 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,049 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $30,969 | $35,485-12.7% | $74,549-58.5% | $55,725-44.4% |
| Participation rate | 21.1% | 62.5%-41.4pp | 69.1%-48.0pp | 70.9%-49.8pp |
| Annual return | -4.40% | 0.72%-5.1pp | 32.53%-36.9pp | 244.93%-249.3pp |
| Employer contribution / active EE | $200 | $777-74.3% | $1,961-89.8% | $2,078-90.4% |
| Participant deferral / active EE | $547 | $2,181-74.9% | $3,108-82.4% | $3,356-83.7% |
| Admin fee / account holder | $13 | $114-88.9% | $5,059-99.7% | $115-89.0% |