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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,198 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,568 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,405 | $42,396-68.4% | $67,313-80.1% | $56,287-76.2% |
| Participation rate | 87.6% | 61.0%+26.6pp | 69.1%+18.5pp | 69.9%+17.7pp |
| Annual return | -10.96% | -36.63%+25.7pp | -4.08%-6.9pp | -9.96%-1.0pp |
| Employer contribution / active EE | $463 | $1,414-67.3% | $2,566-82.0% | $2,111-78.1% |
| Participant deferral / active EE | $3,614 | $2,360+53.2% | $3,568+1.3% | $3,350+7.9% |
| Admin fee / account holder | $96 | $510-81.1% | $4,507-97.9% | $521-81.5% |