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| Provider | Service type | Compensation |
|---|---|---|
CARDAY ASSOCIATES4+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $24,720 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $9,500 |
Service code 28 · EIN 58-2432390 | Investment Management | $9,375 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,866 | $86,882-96.7% | $150,734-98.1% | $69,255-95.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 78.4%+21.6pp | 69.0%+31.0pp |
| Annual return | 13.60% | 10.69%+2.9pp | 600.81%-587.2pp | 26.73%-13.1pp |
| Employer contribution / active EE | $1,141 | $5,194-78.0% | $4,918-76.8% | $2,645-56.9% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $142 | $630-77.4% | $14,905-99.0% | $733-80.6% |