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| Provider | Service type | Compensation |
|---|---|---|
BATES & COMPANY, INC.2 years Service code 11 · EIN 59-3465757 | Actuarial | $12,419 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,999 | $38,365-68.7% | $84,628-85.8% | $65,185-81.6% |
| Participation rate | 44.7% | 55.7%-11.0pp | 68.2%-23.6pp | 70.2%-25.5pp |
| Annual return | 15.34% | 32.00%-16.7pp | 258.80%-243.5pp | 29.38%-14.0pp |
| Employer contribution / active EE | $641 | $1,258-49.1% | $2,653-75.8% | $2,177-70.6% |
| Participant deferral / active EE | $1,269 | $2,278-44.3% | $3,900-67.5% | $3,514-63.9% |
| Admin fee / account holder | $69 | $451-84.8% | $4,914-98.6% | $847-91.9% |