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| Provider | Service type | Compensation |
|---|---|---|
FRONTIER CAPITAL MANAGEMENT2+ years Filed as: FRONTIER TRUST COMPANY Service code 21 · EIN 45-0404698 1126 WESTRAC DRIVE S. · FARGO, ND 58103 | Bank Trustee | $0 |
Service code 15 · EIN 65-0042516 2058 BAYSIDE PARKWAY · FORT MYERS, FL 339013102 | Recordkeeping | $0 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,445 | $23,385+60.1% | $69,182-45.9% | $57,658-35.1% |
| Participation rate | 25.5% | 37.9%-12.5pp | 55.1%-29.7pp | 70.2%-44.8pp |
| Annual return | 4.18% | -659.34%+663.5pp | -21.93%+26.1pp | 5.13%-0.9pp |
| Employer contribution / active EE | $587 | $422+38.9% | $1,206-51.4% | $1,974-70.3% |
| Participant deferral / active EE | $301 | $843-64.3% | $1,897-84.1% | $3,061-90.2% |
| Admin fee / account holder | $2 | $82-97.6% | $2,697-99.9% | $95-97.9% |