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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,364 |
PARK AVENUE SECURITIES LLC3 years Service code 49 · EIN 13-4023176 | Other Services | $1,800 |
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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,118 | $55,636+83.5% | $81,982+24.6% | $73,497+38.9% |
| Participation rate | 41.2% | 62.3%-21.1pp | 69.3%-28.0pp | 70.7%-29.5pp |
| Annual return | 14.49% | 19.07%-4.6pp | 41.31%-26.8pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,258 | $1,625-22.6% | $2,498-49.7% | $2,270-44.6% |
| Participant deferral / active EE | $3,342 | $2,762+21.0% | $3,722-10.2% | $3,740-10.6% |
| Admin fee / account holder | $262 | $493-46.8% | $5,665-95.4% | $513-48.9% |