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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $2,232 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
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).
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 | $31,891 | $51,466-38.0% | $78,778-59.5% | $62,293-48.8% |
| Participation rate | 65.8% | 59.8%+6.0pp | 69.2%-3.4pp | 69.5%-3.7pp |
| Annual return | 17.87% | 19.96%-2.1pp | 35.62%-17.8pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,423 | $827+72.0% | $1,986-28.4% | $2,042-30.3% |
| Participant deferral / active EE | $2,199 | $2,147+2.4% | $2,958-25.7% | $3,169-30.6% |
| Admin fee / account holder | $16 | $489-96.8% | $5,134-99.7% | $479-96.7% |