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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $11,938 |
Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $1,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,164 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,083 | $66,319-65.2% | $93,614-75.3% | $65,185-64.6% |
| Participation rate | 59.9% | 74.0%-14.1pp | 75.8%-16.0pp | 70.2%-10.3pp |
| Annual return | 50.58% | 42.59%+8.0pp | 32.76%+17.8pp | 29.38%+21.2pp |
| Employer contribution / active EE | $0 | $2,013-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,570 | $3,343-23.1% | $4,069-36.8% | $3,514-26.9% |
| Admin fee / account holder | $125 | $6,900-98.2% | $7,889-98.4% | $847-85.3% |