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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,081 |
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 | $33,057 | $54,320-39.1% | $67,652-51.1% | $52,331-36.8% |
| Participation rate | 67.9% | 73.6%-5.7pp | 75.7%-7.8pp | 68.1%-0.2pp |
| Annual return | 12.09% | 6.81%+5.3pp | 6625.40%-6613.3pp | 4.54%+7.5pp |
| Employer contribution / active EE | $2,050 | $1,544+32.8% | $2,266-9.5% | $1,882+8.9% |
| Participant deferral / active EE | $3,154 | $2,950+6.9% | $3,560-11.4% | $3,022+4.4% |
| Admin fee / account holder | $95 | $527-82.0% | $4,821-98.0% | $592-84.0% |