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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUE & CO LLC Service code 10 2712 SOLUTION CENTER · CHICAGO, IL 60677 | Accounting | $11,500 |
BRYAN CAVE LLP1 year Filed as: BRYAN JACKSON Service code 22 | Insurance Broker | $8,165 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,198 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,739 | $91,474-67.5% | $135,982-78.1% | $71,529-58.4% |
| Participation rate | 53.8% | 75.7%-21.9pp | 81.9%-28.2pp | 67.9%-14.2pp |
| Annual return | 19.15% | 29.89%-10.7pp | 68.32%-49.2pp | 28.97%-9.8pp |
| Employer contribution / active EE | $1,117 | $3,705-69.8% | $4,859-77.0% | $2,590-56.9% |
| Participant deferral / active EE | $2,106 | $7,095-70.3% | $7,760-72.9% | $4,291-50.9% |
| Admin fee / account holder | $103 | $1,267-91.9% | $10,767-99.0% | $1,588-93.5% |