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| Provider | Service type | Compensation |
|---|---|---|
MILLER RUSSELL ASSOCIATES1+ years Filed as: MILLERRUSSELL & ASSOCIATES LLC Service code 27 · EIN 27-1529830 | Advisory (Plan) | $6,557 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,669 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,134 | $60,165+16.6% | $74,184-5.5% | $55,167+27.1% |
| Participation rate | 51.6% | 74.2%-22.5pp | 76.6%-25.0pp | 69.0%-17.4pp |
| Annual return | 136.36% | 10.00%+126.4pp | 17.74%+118.6pp | 169.23%-32.9pp |
| Employer contribution / active EE | $201 | $1,600-87.4% | $2,370-91.5% | $1,963-89.7% |
| Participant deferral / active EE | $1,688 | $2,973-43.2% | $3,550-52.5% | $3,054-44.7% |
| Admin fee / account holder | $121 | $419-71.1% | $5,586-97.8% | $504-75.9% |