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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHADLER SOLUTIONS Service code 26 100 PASSAIC AVE · FAIRFIELD, NJ 07004 | Advisory (Participants) | $18,166 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,215 | $70,002-42.6% | $115,038-65.0% | $52,331-23.2% |
| Participation rate | 48.5% | 72.1%-23.6pp | 81.4%-32.9pp | 68.1%-19.6pp |
| Annual return | -0.73% | 4.04%-4.8pp | 26.14%-26.9pp | 4.54%-5.3pp |
| Employer contribution / active EE | $631 | $2,715-76.7% | $4,608-86.3% | $1,882-66.4% |
| Participant deferral / active EE | $2,779 | $4,920-43.5% | $6,026-53.9% | $3,022-8.0% |
| Admin fee / account holder | $321 | $566-43.4% | $8,175-96.1% | $592-45.8% |