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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARCHFORD CAPITAL STRATEGIES Service code 26 · EIN 46-2394834 | Advisory (Participants) | $5,607 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $309 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,867 | $31,424-59.1% | $81,473-84.2% | $69,631-81.5% |
| Participation rate | 33.9% | 50.8%-17.0pp | 68.0%-34.1pp | 70.7%-36.8pp |
| Annual return | 21.82% | 22.44%-0.6pp | 38.78%-17.0pp | 27571.02%-27549.2pp |
| Employer contribution / active EE | $10 | $1,029-99.0% | $2,568-99.6% | $2,032-99.5% |
| Participant deferral / active EE | $1,795 | $1,838-2.4% | $3,537-49.3% | $3,224-44.3% |
| Admin fee / account holder | $159 | $103+55.2% | $4,561-96.5% | $110+44.1% |