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| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.1 year Filed as: ERISA, INC. Service code 16 · EIN 36-3180571 5215 OLD ORCHARD RD SUITE 1200 · SKOKIE, IL 60077 | Consulting | $3,968 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,281 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,743 | $60,349+13.9% | $74,184-7.3% | $62,881+9.3% |
| Participation rate | 64.6% | 72.7%-8.2pp | 76.6%-12.1pp | 69.3%-4.7pp |
| Annual return | 6.48% | 21.38%-14.9pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,601 | $1,680-4.7% | $2,370-32.5% | $2,281-29.8% |
| Participant deferral / active EE | $3,008 | $2,856+5.3% | $3,550-15.3% | $3,203-6.1% |
| Admin fee / account holder | $269 | $4,261-93.7% | $5,586-95.2% | $4,296-93.7% |