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| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $5,252 |
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 | $12,166 | $95,415-87.2% | $185,851-93.5% | $85,851-85.8% |
| Participation rate | 42.1% | 68.8%-26.7pp | 81.7%-39.6pp | 69.3%-27.2pp |
| Annual return | 15.62% | 23.59%-8.0pp | 122.11%-106.5pp | 318.63%-303.0pp |
| Employer contribution / active EE | $945 | $3,314-71.5% | $5,168-81.7% | $2,565-63.2% |
| Participant deferral / active EE | $1,535 | $3,424-55.2% | $5,569-72.4% | $3,952-61.2% |
| Admin fee / account holder | $64 | $7,215-99.1% | $16,245-99.6% | $6,261-99.0% |