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| Provider | Service type | Compensation |
|---|---|---|
KFG ENTERPRISES INC1 year Filed as: KFG ENTERPRISES INC. Service code 53 · EIN 61-1383536 | Insurance Commissions | $5,982 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,792 | $61,172-46.4% | $185,851-82.4% | $79,389-58.7% |
| Participation rate | 50.0% | 66.6%-16.6pp | 81.7%-31.7pp | 70.7%-20.7pp |
| Annual return | 4.59% | 19.45%-14.9pp | 122.11%-117.5pp | 116.89%-112.3pp |
| Employer contribution / active EE | $436 | $2,321-81.2% | $5,168-91.6% | $2,428-82.1% |
| Participant deferral / active EE | $1,103 | $2,788-60.4% | $5,569-80.2% | $4,046-72.7% |
| Admin fee / account holder | $44 | $710-93.8% | $16,245-99.7% | $626-93.0% |