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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $162 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,835 | $56,640-27.9% | $78,002-47.6% | $55,167-26.0% |
| Participation rate | 40.7% | 73.3%-32.7pp | 75.5%-34.9pp | 69.0%-28.3pp |
| Annual return | 8.09% | 2868.48%-2860.4pp | 425.99%-417.9pp | 169.23%-161.1pp |
| Employer contribution / active EE | $697 | $1,724-59.6% | $2,470-71.8% | $1,963-64.5% |
| Participant deferral / active EE | $1,288 | $2,778-53.7% | $3,497-63.2% | $3,054-57.8% |
| Admin fee / account holder | $34 | $467-92.6% | $5,481-99.4% | $504-93.2% |