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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
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 | $55,715 | $54,320+2.6% | $67,652-17.6% | $52,331+6.5% |
| Participation rate | 51.5% | 73.6%-22.1pp | 75.7%-24.1pp | 68.1%-16.6pp |
| Annual return | 0.30% | 6.81%-6.5pp | 6625.40%-6625.1pp | 4.54%-4.2pp |
| Employer contribution / active EE | $252 | $1,544-83.7% | $2,266-88.9% | $1,882-86.6% |
| Participant deferral / active EE | $1,541 | $2,950-47.8% | $3,560-56.7% | $3,022-49.0% |
| Admin fee / account holder | $44 | $527-91.6% | $4,821-99.1% | $592-92.5% |