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| Provider | Service type | Compensation |
|---|---|---|
DEMPSEY LORD SMITH LLC2 years Filed as: DEMPSEY VANTREASE & FOLLIS, PLLC Service code 50 · EIN 62-1736974 | Direct Payment | $6,000 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,596 |
Service code 52 | Indirect Investment Fees | $0 |
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).
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 | $27,656 | $31,424-12.0% | $81,478-66.1% | $69,631-60.3% |
| Participation rate | 36.4% | 50.8%-14.4pp | 68.0%-31.5pp | 70.7%-34.2pp |
| Annual return | 17.29% | 22.44%-5.2pp | 38.78%-21.5pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $1 | $1,029-99.9% | $2,568-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,121 | $1,838-39.0% | $3,537-68.3% | $3,224-65.2% |
| Admin fee / account holder | $37 | $103-64.1% | $4,561-99.2% | $110-66.7% |