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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 95-2834236 | Advisory (Plan) | $19,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | $325 |
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).
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 | $70,176 | $60,165+16.6% | $74,184-5.4% | $55,167+27.2% |
| Participation rate | 53.3% | 74.2%-20.9pp | 76.6%-23.3pp | 69.0%-15.7pp |
| Annual return | 6.95% | 10.00%-3.0pp | 17.74%-10.8pp | 169.23%-162.3pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,790 | $2,973+94.8% | $3,550+63.1% | $3,054+89.6% |
| Admin fee / account holder | $263 | $419-37.2% | $5,586-95.3% | $504-47.7% |