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| Provider | Service type | Compensation |
|---|---|---|
ABD RETIREMENT SERVICES INC1+ years Service code 55 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Other Commissions | $7,491 |
FINANCIAL TELESIS1+ years Service code 55 · EIN 68-0279977 | Other Commissions | $4,126 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,125 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
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 | $10,335 | $88,324-88.3% | $115,038-91.0% | $55,191-81.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | 7.84% | 6.30%+1.5pp | 26.14%-18.3pp | 10.78%-2.9pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $4,697 | $5,042-6.8% | $6,026-22.1% | $3,046+54.2% |
| Admin fee / account holder | $5 | $105-95.7% | $8,175-99.9% | $91-95.0% |