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| Provider | Service type | Compensation |
|---|---|---|
POLLARD & ASSOCIATES, INC.3 years Service code 13 · EIN 52-0909772 ONE NORTH PARK DRIVE · HUNT VALLEY, MH 21030 | Contract Administrator | $3,413 |
AMERICAN FUNDS3 years Service code 15 PO BOX 6040 · INDIANAPOLOS, IN 462066040 | Recordkeeping | $630 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,877 | $51,620-26.6% | $90,324-58.1% | $65,186-41.9% |
| Participation rate | 31.2% | 68.6%-37.4pp | 73.3%-42.1pp | 70.2%-39.0pp |
| Annual return | 21.93% | 24.94%-3.0pp | 78.15%-56.2pp | 29.39%-7.5pp |
| Employer contribution / active EE | $1,015 | $2,235-54.6% | $2,856-64.4% | $2,177-53.3% |
| Participant deferral / active EE | $781 | $2,871-72.8% | $3,885-79.9% | $3,514-77.8% |
| Admin fee / account holder | $65 | $384-83.1% | $5,356-98.8% | $847-92.4% |