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| Provider | Service type | Compensation |
|---|---|---|
BOWMAN & COMPANY LLP1+ years Filed as: BOWMAN GASKINS FINANCIAL GROUP Service code 27 410 PINE STREET SE #300 · VIENNA, VA 22180 | Advisory (Plan) | $5,069 |
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Claims processing; Direct payment fro... | $4,935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,422 | $44,229-65.1% | $155,790-90.1% | $55,191-72.1% |
| Participation rate | 44.5% | 60.8%-16.3pp | 76.1%-31.6pp | 69.2%-24.6pp |
| Annual return | -21.17% | 0.37%-21.5pp | 71.54%-92.7pp | 10.78%-31.9pp |
| Employer contribution / active EE | $722 | $1,317-45.2% | $3,836-81.2% | $1,899-62.0% |
| Participant deferral / active EE | $1,229 | $2,851-56.9% | $4,797-74.4% | $3,046-59.7% |
| Admin fee / account holder | $21 | $86-76.2% | $7,478-99.7% | $91-77.4% |