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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DAUBY O CONNOR & ZALESKI LLC Service code 10 | Accounting | $7,210 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,979 |
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.
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 | $19,178 | $48,471-60.4% | $182,540-89.5% | $67,579-71.6% |
| Participation rate | 46.9% | 67.2%-20.3pp | 78.0%-31.1pp | 71.3%-24.4pp |
| Annual return | 15.54% | 31.08%-15.5pp | 148.58%-133.0pp | 378.56%-363.0pp |
| Employer contribution / active EE | $0 | $1,461-100.0% | $4,076-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,508 | $3,324-54.6% | $5,525-72.7% | $3,539-57.4% |
| Admin fee / account holder | $105 | $151-30.2% | $8,593-98.8% | $142-25.9% |