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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL BENEFIT SERVICES, LLC1+ years Filed as: NATIONAL BENEFIT SERVICES LLC Service code 15 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Recordkeeping | $0 |
SIKICH LLP1+ years Service code 10 · EIN 36-3168081 1415 W DIEHL ROAD · NAPERVILLE, IL 60563 | Accounting | $0 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $32,769 | $99,957-67.2% | $149,745-78.1% | $73,497-55.4% |
| Participation rate | 55.8% | 75.7%-19.9pp | 82.5%-26.6pp | 70.7%-14.8pp |
| Annual return | 17.69% | 53.87%-36.2pp | 276.72%-259.0pp | 28.51%-10.8pp |
| Employer contribution / active EE | $379 | $3,191-88.1% | $4,646-91.8% | $2,270-83.3% |
| Participant deferral / active EE | $2,952 | $6,073-51.4% | $6,843-56.9% | $3,740-21.1% |
| Admin fee / account holder | $103 | $551-81.3% | $9,312-98.9% | $513-79.9% |