Filed March 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 58-2427992 PO BOX 142128 · FAYETTEVILLE, GA 30214 | Consulting (general); Participant loa... | $6,360 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,511 | $58,726-56.6% | $92,240-72.3% | $62,293-59.0% |
| Participation rate | 32.2% | 68.3%-36.2pp | 76.5%-44.3pp | 69.5%-37.3pp |
| Annual return | 18.41% | 43.62%-25.2pp | 176.29%-157.9pp | 28.90%-10.5pp |
| Employer contribution / active EE | $875 | $2,392-63.4% | $3,680-76.2% | $2,042-57.1% |
| Participant deferral / active EE | $1,275 | $2,766-53.9% | $3,897-67.3% | $3,169-59.8% |
| Admin fee / account holder | $157 | $556-71.8% | $5,194-97.0% | $479-67.3% |