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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,642 | $65,592-73.1% | $90,162-80.4% | $69,631-74.7% |
| Participation rate | 43.2% | 77.6%-34.4pp | 76.9%-33.7pp | 70.7%-27.5pp |
| Annual return | 99.49% | 57.10%+42.4pp | 34.88%+64.6pp | 27571.02%-27471.5pp |
| Employer contribution / active EE | $1,022 | $2,193-53.4% | $3,318-69.2% | $2,032-49.7% |
| Participant deferral / active EE | $1,724 | $5,257-67.2% | $5,287-67.4% | $3,224-46.5% |
| Admin fee / account holder | $7 | $86-92.4% | $5,943-99.9% | $110-94.1% |