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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COORDINATED CAPITAL SECURITIES Service code 55 828 JOHN NOLEN DRIVE · MADISON, WI 53713 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,970 | $25,723-53.5% | $69,182-82.7% | $55,167-78.3% |
| Participation rate | 52.8% | 39.4%+13.4pp | 55.1%-2.3pp | 69.0%-16.2pp |
| Annual return | 13.06% | 9.56%+3.5pp | -21.93%+35.0pp | 169.23%-156.2pp |
| Employer contribution / active EE | $575 | $480+19.8% | $1,206-52.3% | $1,963-70.7% |
| Participant deferral / active EE | $851 | $963-11.7% | $1,897-55.1% | $3,054-72.1% |
| Admin fee / account holder | $44 | $365-87.9% | $2,697-98.4% | $504-91.2% |