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| Provider | Service type | Compensation |
|---|---|---|
SCHENCK SC1 year Filed as: SCHENCK S.C. Service code 10 · EIN 39-1173131 | Accounting | $23,833 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,571 |
RVK, INC.2+ years Filed as: R.V. KUHN & ASSOCIATES, INC. Service code 16 · EIN 93-0910652 | Consulting | $11,739 |
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 | $99,676 | $63,905+56.0% | $74,184+34.4% | $57,658+72.9% |
| Participation rate | 56.1% | 79.8%-23.6pp | 76.6%-20.5pp | 70.2%-14.1pp |
| Annual return | -8.70% | 60.60%-69.3pp | 17.74%-26.4pp | 5.13%-13.8pp |
| Employer contribution / active EE | $878 | $1,840-52.3% | $2,370-63.0% | $1,974-55.5% |
| Participant deferral / active EE | $3,149 | $3,448-8.7% | $3,550-11.3% | $3,061+2.9% |
| Admin fee / account holder | $53 | $91-41.3% | $5,586-99.0% | $95-43.4% |