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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,725 |
SII INVESTMENTS INC1+ years Service code 61 · EIN 39-1099262 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,473 | $50,498-69.4% | $75,781-79.6% | $55,191-72.0% |
| Participation rate | 38.1% | 69.4%-31.4pp | 75.8%-37.7pp | 69.2%-31.1pp |
| Annual return | 0.55% | 1.80%-1.3pp | 9.68%-9.1pp | 10.78%-10.2pp |
| Employer contribution / active EE | $367 | $2,291-84.0% | $3,323-89.0% | $1,899-80.7% |
| Participant deferral / active EE | $1,125 | $2,589-56.5% | $3,651-69.2% | $3,046-63.1% |
| Admin fee / account holder | $28 | $123-77.5% | $5,299-99.5% | $91-69.5% |