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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AF PAREDES & CO CPAS LLP Service code 10 · EIN 11-3176093 | Accounting | $7,000 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $1,190 |
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 | $45,738 | $65,592-30.3% | $90,161-49.3% | $69,631-34.3% |
| Participation rate | 11.2% | 77.6%-66.4pp | 76.9%-65.6pp | 70.7%-59.4pp |
| Annual return | 16.54% | 57.10%-40.6pp | 34.89%-18.3pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,318-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,093 | $5,257-79.2% | $5,287-79.3% | $3,224-66.1% |
| Admin fee / account holder | $77 | $86-10.2% | $5,943-98.7% | $110-30.3% |