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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,600 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,109 | $89,652-74.2% | $141,197-83.6% | $65,186-64.5% |
| Participation rate | 91.3% | 74.7%+16.6pp | 82.5%+8.9pp | 70.2%+21.1pp |
| Annual return | 29.64% | 32.79%-3.2pp | 71.41%-41.8pp | 29.39%+0.2pp |
| Employer contribution / active EE | $1,796 | $3,065-41.4% | $4,736-62.1% | $2,177-17.5% |
| Participant deferral / active EE | $8,278 | $5,691+45.5% | $6,710+23.4% | $3,514+135.6% |
| Admin fee / account holder | $52 | $569-90.8% | $10,265-99.5% | $847-93.8% |