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| Provider | Service type | Compensation |
|---|---|---|
WILLOWBROOK FORD, INC1 year Filed as: WILLOWBROOK FORD/KIA INC Service code 35 · EIN 36-3063579 | Employee (plan sponsor) | $18,531 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,024 | $51,466+10.8% | $78,778-27.6% | $62,293-8.5% |
| Participation rate | 42.1% | 59.8%-17.6pp | 69.2%-27.0pp | 69.5%-27.4pp |
| Annual return | 11.59% | 19.96%-8.4pp | 35.62%-24.0pp | 28.90%-17.3pp |
| Employer contribution / active EE | $703 | $827-15.0% | $1,986-64.6% | $2,042-65.6% |
| Participant deferral / active EE | $2,271 | $2,147+5.7% | $2,958-23.2% | $3,169-28.4% |
| Admin fee / account holder | $185 | $489-62.2% | $5,134-96.4% | $479-61.4% |