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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KTRADE Service code 15 · EIN 32-0169227 1500 N OAK DRIVE · PLYMOUTH, IN 46563 | Recordkeeping | $11,178 |
Service code 27 · EIN 20-5122562 2801 LAKESIDE DRIVE · BANNOCKURN, IL 60015 | Advisory (Plan) | $11,149 |
Filed as: RETIREMENT SOLUTIONS ADVISORS Service code 13 · EIN 20-8154051 420 W GRAND AVE · CHICAGO, IL 60054 | Contract Administrator | $965 |
Filed as: MID-ATLANTIC TRUST COMPANY Service code 18 · EIN 26-0010549 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Trustee (bank, trust company, or simi... | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,228 | $43,496-65.0% | $161,489-90.6% | $64,340-76.3% |
| Participation rate | 50.6% | 53.5%-3.0pp | 78.7%-28.1pp | 55.2%-4.7pp |
| Annual return | 12.67% | 20.76%-8.1pp | 89.72%-77.1pp | 24.14%-11.5pp |
| Employer contribution / active EE | $26 | $1,431-98.2% | $4,268-99.4% | $1,862-98.6% |
| Participant deferral / active EE | $1,343 | $1,996-32.7% | $5,630-76.2% | $2,980-55.0% |
| Admin fee / account holder | $156 | $2,330-93.3% | $16,006-99.0% | $3,703-95.8% |