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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $20,333 | $51,244-60.3% | $80,977-74.9% | $55,167-63.1% |
| Participation rate | 95.2% | 71.7%+23.6pp | 75.8%+19.4pp | 69.0%+26.2pp |
| Annual return | 0.00% | 17.39%-17.4pp | 17.11%-17.1pp | 169.23%-169.2pp |
| Employer contribution / active EE | $2,255 | $1,770+27.4% | $3,715-39.3% | $1,963+14.9% |
| Participant deferral / active EE | $9,023 | $4,418+104.2% | $5,696+58.4% | $3,054+195.4% |
| Admin fee / account holder | $0 | $398-100.0% | $5,517-100.0% | $504-100.0% |