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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $383 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,400 | $69,383-17.3% | $101,264-43.3% | $73,493-21.9% |
| Participation rate | 33.7% | 68.4%-34.6pp | 75.8%-42.1pp | 70.7%-36.9pp |
| Annual return | 12.45% | 18.46%-6.0pp | 46.48%-34.0pp | 28.51%-16.1pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,106 | $3,301-66.5% | $4,370-74.7% | $3,740-70.4% |
| Admin fee / account holder | $4 | $704-99.4% | $5,947-99.9% | $513-99.2% |