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| Provider | Service type | Compensation |
|---|---|---|
EAGLESTONE WEALTH MANAGEMENT3+ years Service code 22 11 NORTH WASHINGTON ST · ROCKVILLE, MD 20850 | Insurance Broker | $30,743 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $11,658 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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).
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 | $30,589 | $58,726-47.9% | $92,240-66.8% | $62,293-50.9% |
| Participation rate | 56.2% | 68.3%-12.1pp | 76.5%-20.3pp | 69.5%-13.3pp |
| Annual return | 10.84% | 43.62%-32.8pp | 176.29%-165.5pp | 28.90%-18.1pp |
| Employer contribution / active EE | $1,419 | $2,392-40.7% | $3,680-61.4% | $2,042-30.5% |
| Participant deferral / active EE | $2,900 | $2,766+4.9% | $3,897-25.6% | $3,169-8.5% |
| Admin fee / account holder | $416 | $556-25.3% | $5,194-92.0% | $479-13.3% |