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| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.3 years Filed as: ERISA, INC. Service code 16 · EIN 36-3180571 5215 OLD ORCHARD RD SUITE 1200 · SKOKIE, IL 60077 | Consulting | $5,839 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,619 |
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).
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 | $65,022 | $59,191+9.9% | $76,767-15.3% | $56,289+15.5% |
| Participation rate | 56.2% | 75.2%-19.0pp | 77.0%-20.8pp | 69.9%-13.7pp |
| Annual return | -2.42% | 6.62%-9.0pp | 2.43%-4.9pp | -9.96%+7.5pp |
| Employer contribution / active EE | $1,593 | $1,759-9.4% | $2,485-35.9% | $2,111-24.5% |
| Participant deferral / active EE | $3,009 | $3,255-7.6% | $3,852-21.9% | $3,350-10.2% |
| Admin fee / account holder | $247 | $489-49.5% | $6,675-96.3% | $521-52.5% |