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| Provider | Service type | Compensation |
|---|---|---|
BANSLEY AND KIENER, LLP1 year Filed as: BANSLEY & KIENER, LLP Service code 10 · EIN 36-2152389 | Accounting | $6,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,570 |
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.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,837 | $65,437+19.0% | $86,698-10.2% | $66,949+16.3% |
| Participation rate | 49.8% | 75.5%-25.7pp | 76.6%-26.8pp | 69.8%-20.1pp |
| Annual return | -15.68% | -10.91%-4.8pp | 35.96%-51.6pp | 1.57%-17.2pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,942 | $4,102-52.7% | $4,656-58.3% | $4,239-54.2% |
| Admin fee / account holder | $99 | $642-84.5% | $7,492-98.7% | $594-83.3% |