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| Provider | Service type | Compensation |
|---|---|---|
Service code 72 · EIN 66-0561870 | Other investment fees and expenses | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $5,352 | $51,288-89.6% | $81,988-93.5% | $73,412-92.7% |
| Participation rate | 85.9% | 64.0%+21.9pp | 69.3%+16.6pp | 72.2%+13.7pp |
| Annual return | 17.88% | 29.48%-11.6pp | 41.31%-23.4pp | 59.30%-41.4pp |
| Employer contribution / active EE | $410 | $1,487-72.4% | $2,498-83.6% | $2,234-81.6% |
| Participant deferral / active EE | $912 | $2,715-66.4% | $3,722-75.5% | $3,806-76.0% |
| Admin fee / account holder | $20 | $125-84.1% | $5,665-99.6% | $158-87.4% |