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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $11,602 |
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 | $28,254 | $80,753-65.0% | $136,298-79.3% | $62,293-54.6% |
| Participation rate | 33.9% | 73.5%-39.6pp | 81.9%-48.0pp | 69.5%-35.6pp |
| Annual return | 18.49% | 35.83%-17.3pp | 5156.27%-5137.8pp | 28.90%-10.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,463 | $5,164-32.9% | $6,247-44.6% | $3,169+9.3% |
| Admin fee / account holder | $180 | $525-65.7% | $9,244-98.1% | $479-62.4% |