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| Provider | Service type | Compensation |
|---|---|---|
FORUSALL, INC.4 years Service code 13 · EIN 46-1803145 809 LAUREL STREET #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $9,415 |
AT RETIREMENT SERVICES, LLC4 years Service code 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Recordkeeping fees; Participant loan ... | $8,606 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,267 | $80,781-89.8% | $102,437-91.9% | $74,478-88.9% |
| Participation rate | 34.4% | 65.7%-31.2pp | 74.5%-40.1pp | 67.2%-32.8pp |
| Annual return | 13.59% | 27.58%-14.0pp | 24.95%-11.4pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $361 | $3,160-88.6% | $3,871-90.7% | $2,626-86.2% |
| Participant deferral / active EE | $2,495 | $3,862-35.4% | $5,060-50.7% | $4,350-42.6% |
| Admin fee / account holder | $59 | $2,372-97.5% | $8,388-99.3% | $1,946-97.0% |