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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 | Custodial (other than securities); Tr... | $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 | $45,343-66.4% | $150,298-89.9% | $67,986-77.6% |
| Participation rate | 50.6% | 51.9%-1.3pp | 77.8%-27.2pp | 57.2%-6.6pp |
| Annual return | 12.67% | 33.28%-20.6pp | 62.79%-50.1pp | 31.67%-19.0pp |
| Employer contribution / active EE | $26 | $1,462-98.2% | $4,154-99.4% | $2,019-98.7% |
| Participant deferral / active EE | $1,343 | $2,055-34.7% | $5,453-75.4% | $3,358-60.0% |
| Admin fee / account holder | $156 | $2,250-93.1% | $14,116-98.9% | $3,203-95.1% |