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| Provider | Service type | Compensation |
|---|---|---|
BANSLEY AND KIENER, LLP2+ years Service code 10 · EIN 36-2152389 | Accounting | $9,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,591 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $61,067 | $64,909-5.9% | $82,312-25.8% | $62,293-2.0% |
| Participation rate | 61.2% | 74.9%-13.7pp | 76.9%-15.7pp | 69.5%-8.3pp |
| Annual return | 11.78% | 21.18%-9.4pp | 25.88%-14.1pp | 28.90%-17.1pp |
| Employer contribution / active EE | $439 | $1,676-73.8% | $2,428-81.9% | $2,042-78.5% |
| Participant deferral / active EE | $2,413 | $3,103-22.2% | $3,706-34.9% | $3,169-23.9% |
| Admin fee / account holder | $72 | $440-83.5% | $5,608-98.7% | $479-84.9% |