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| Provider | Service type | Compensation |
|---|---|---|
ACUFF & ASSOCIATES, INC.1+ years Service code 13 210 WESTWOOD PLACE · BRENTWOOD, TN 37027 | Contract Administrator | $4,355 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $409 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $300 |
Filed as: DYATECH LLC Service code 99 805 SOUTH WHEATLEY STREET · RIDGELAND, MS 39157 | Other Fees | $216 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,084 | $33,745-55.3% | $64,105-76.5% | $55,191-72.7% |
| Participation rate | 32.5% | 59.4%-26.9pp | 68.2%-35.7pp | 69.2%-36.7pp |
| Annual return | -1.37% | 4.95%-6.3pp | 791.24%-792.6pp | 10.78%-12.1pp |
| Employer contribution / active EE | $555 | $641-13.4% | $1,820-69.5% | $1,899-70.8% |
| Participant deferral / active EE | $915 | $1,929-52.6% | $2,822-67.6% | $3,046-70.0% |
| Admin fee / account holder | $15 | $94-84.5% | $4,499-99.7% | $91-83.9% |