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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $14,949 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $8,029 | $47,078-82.9% | $100,671-92.0% | $55,191-85.5% |
| Participation rate | 37.3% | 58.0%-20.7pp | 70.7%-33.4pp | 69.2%-31.8pp |
| Annual return | -1.30% | 0.65%-1.9pp | 20.43%-21.7pp | 10.78%-12.1pp |
| Employer contribution / active EE | $549 | $1,065-48.5% | $4,012-86.3% | $1,899-71.1% |
| Participant deferral / active EE | $915 | $2,038-55.1% | $3,144-70.9% | $3,046-70.0% |
| Admin fee / account holder | $101 | $153-34.1% | $4,850-97.9% | $91+11.3% |