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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT FIDUCIARY GROUP LLC2 years Service code 99 · EIN 27-4653554 | Other Fees | $33,199 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $96,556 | $91,517+5.5% | $101,271-4.7% | $73,412+31.5% |
| Participation rate | 34.0% | 73.8%-39.8pp | 75.8%-41.8pp | 72.2%-38.2pp |
| Annual return | 14.31% | 17.17%-2.9pp | 46.48%-32.2pp | 59.30%-45.0pp |
| Employer contribution / active EE | $1,137 | $2,877-60.5% | $3,660-68.9% | $2,234-49.1% |
| Participant deferral / active EE | $1,861 | $3,338-44.3% | $4,371-57.4% | $3,806-51.1% |
| Admin fee / account holder | $20 | $216-90.6% | $5,948-99.7% | $158-87.2% |