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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $1,680 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $9,701 | $37,196-73.9% | $154,111-93.7% | $55,725-82.6% |
| Participation rate | 71.2% | 64.1%+7.2pp | 83.0%-11.8pp | 70.9%+0.4pp |
| Annual return | -2.80% | 1319.68%-1322.5pp | 735.18%-738.0pp | 244.93%-247.7pp |
| Employer contribution / active EE | $172 | $1,614-89.4% | $5,298-96.8% | $2,078-91.7% |
| Participant deferral / active EE | $757 | $2,068-63.4% | $5,081-85.1% | $3,356-77.4% |
| Admin fee / account holder | $5 | $102-94.7% | $13,411-100.0% | $115-95.3% |