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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $271 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,719 | $54,690-87.7% | $76,030-91.2% | $74,478-91.0% |
| Participation rate | 40.9% | 60.3%-19.4pp | 69.1%-28.1pp | 67.2%-26.3pp |
| Annual return | 14.49% | 31.92%-17.4pp | 361.54%-347.0pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,688-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,083 | $3,070-64.7% | $4,257-74.6% | $4,350-75.1% |
| Admin fee / account holder | $32 | $2,240-98.6% | $6,421-99.5% | $1,946-98.3% |