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| Provider | Service type | Compensation |
|---|---|---|
SCHENCK SC2+ years Service code 28 · EIN 39-1173131 200 EAST WASHINGTON ST, PO BOX 1739 · APPLETON, WI 549121739 | Investment Management | $9,190 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
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 | $21,978 | $25,723-14.6% | $69,182-68.2% | $55,167-60.2% |
| Participation rate | 34.7% | 39.4%-4.7pp | 55.1%-20.4pp | 69.0%-34.3pp |
| Annual return | 8.43% | 9.56%-1.1pp | -21.93%+30.4pp | 169.23%-160.8pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $475 | $963-50.7% | $1,897-74.9% | $3,054-84.4% |
| Admin fee / account holder | $99 | $365-72.7% | $2,697-96.3% | $504-80.3% |