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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 3100 VILLAGE PT · CHESTERTON, IN 463049695 | Advisory (Plan) | $10,845 |
Service code 12 · EIN 48-1205033 | Claims processing; Direct payment fro... | $4,585 |
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 | $21,620 | $63,314-65.9% | $91,004-76.2% | $62,293-65.3% |
| Participation rate | 88.7% | 73.3%+15.3pp | 75.6%+13.1pp | 69.5%+19.2pp |
| Annual return | 41.39% | 21.00%+20.4pp | 4.60%+36.8pp | 28.90%+12.5pp |
| Employer contribution / active EE | $1,399 | $1,807-22.6% | $2,456-43.0% | $2,042-31.5% |
| Participant deferral / active EE | $2,605 | $2,944-11.5% | $3,548-26.6% | $3,169-17.8% |
| Admin fee / account holder | $99 | $468-78.8% | $5,417-98.2% | $479-79.3% |