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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,067 |
PARK AVENUE SECURITIES LLC2 years Service code 49 · EIN 13-4023176 | Other Services | $1,095 |
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).
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 | $88,114 | $47,922+83.9% | $75,900+16.1% | $65,186+35.2% |
| Participation rate | 43.5% | 63.0%-19.5pp | 69.3%-25.8pp | 70.2%-26.7pp |
| Annual return | 19.76% | 24.12%-4.4pp | 30.73%-11.0pp | 29.39%-9.6pp |
| Employer contribution / active EE | $1,174 | $1,557-24.6% | $2,501-53.1% | $2,177-46.1% |
| Participant deferral / active EE | $3,067 | $2,550+20.3% | $3,604-14.9% | $3,514-12.7% |
| Admin fee / account holder | $247 | $532-53.5% | $5,421-95.4% | $847-70.8% |