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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 58-0606712 201 EAST 1ST STREET · ROME, GA 30161 | Accounting | $8,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $425 |
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 | $48,493 | $65,118-25.5% | $76,766-36.8% | $55,725-13.0% |
| Participation rate | 57.5% | 79.6%-22.1pp | 77.0%-19.4pp | 70.9%-13.3pp |
| Annual return | -6.33% | -1.27%-5.1pp | 2.43%-8.8pp | 244.93%-251.3pp |
| Employer contribution / active EE | $659 | $1,941-66.0% | $2,485-73.5% | $2,078-68.3% |
| Participant deferral / active EE | $1,863 | $3,688-49.5% | $3,851-51.6% | $3,356-44.5% |
| Admin fee / account holder | $2 | $116-98.4% | $6,675-100.0% | $115-98.4% |