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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Float revenue; Direct payment from th... | $11,905 |
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,729 | $57,354-86.5% | $83,848-90.8% | $64,186-88.0% |
| Participation rate | 94.7% | 68.6%+26.1pp | 76.1%+18.6pp | 69.6%+25.2pp |
| Annual return | -12.84% | 11.38%-24.2pp | 850.88%-863.7pp | 7.63%-20.5pp |
| Employer contribution / active EE | $2,618 | $2,545+2.9% | $3,631-27.9% | $2,381+10.0% |
| Participant deferral / active EE | $1,830 | $2,993-38.9% | $4,082-55.2% | $3,470-47.3% |
| Admin fee / account holder | $84 | $4,046-97.9% | $5,478-98.5% | $4,888-98.3% |