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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $51,947 |
Service code 53 · EIN 38-2472555 | Insurance Commissions | $20,471 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $1 |
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).
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 | $41,473 | $63,905-35.1% | $74,184-44.1% | $57,658-28.1% |
| Participation rate | 66.7% | 79.8%-13.0pp | 76.6%-9.9pp | 70.2%-3.5pp |
| Annual return | 6.17% | 60.60%-54.4pp | 17.74%-11.6pp | 5.13%+1.0pp |
| Employer contribution / active EE | $358 | $1,840-80.5% | $2,370-84.9% | $1,974-81.9% |
| Participant deferral / active EE | $2,996 | $3,448-13.1% | $3,550-15.6% | $3,061-2.1% |
| Admin fee / account holder | $101 | $91+11.1% | $5,586-98.2% | $95+7.1% |