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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.
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).
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 | $46,688-67.4% | $189,758-92.0% | $69,733-78.2% |
| Participation rate | 50.6% | 61.7%-11.1pp | 79.8%-29.2pp | 62.5%-11.9pp |
| Annual return | 12.67% | 14.35%-1.7pp | 52.62%-40.0pp | 15.22%-2.6pp |
| Employer contribution / active EE | $26 | $1,695-98.5% | $4,767-99.5% | $2,250-98.8% |
| Participant deferral / active EE | $1,343 | $2,143-37.3% | $5,856-77.1% | $3,054-56.0% |
| Admin fee / account holder | $156 | $1,700-90.8% | $20,388-99.2% | $3,102-95.0% |