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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,115 |
PARKLAND SECURITIES LLC2 years Service code 55 · EIN 74-3010408 | Other Commissions | $14,054 |
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 that benefits due were not provided when due.
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 | $30,960 | $88,122-64.9% | $141,177-78.1% | $67,579-54.2% |
| Participation rate | 25.9% | 76.5%-50.6pp | 82.5%-56.6pp | 71.3%-45.4pp |
| Annual return | 24.43% | 75.40%-51.0pp | 71.40%-47.0pp | 378.56%-354.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,602 | $5,958-56.3% | $6,710-61.2% | $3,539-26.5% |
| Admin fee / account holder | $165 | $131+25.7% | $10,263-98.4% | $142+15.7% |