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| Provider | Service type | Compensation |
|---|---|---|
OTHER1 year Service code 10 · EIN 12-7852214 | Accounting | $20,287 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $3,990 |
LOREN D. STARK COMPANY2 years Filed as: LOREN D STARK COMPANY Service code 10 · EIN 74-1537058 | Accounting | $0 |
Service code 10 · EIN 13-3929029 | Accounting | $0 |
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).
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 | $31,240 | $63,114-50.5% | $92,903-66.4% | $65,185-52.1% |
| Participation rate | 38.1% | 68.8%-30.7pp | 76.0%-38.0pp | 70.2%-32.1pp |
| Annual return | 19.26% | 28.75%-9.5pp | 109.43%-90.2pp | 29.38%-10.1pp |
| Employer contribution / active EE | $766 | $2,571-70.2% | $3,653-79.0% | $2,177-64.8% |
| Participant deferral / active EE | $1,069 | $3,108-65.6% | $4,238-74.8% | $3,514-69.6% |
| Admin fee / account holder | $248 | $624-60.3% | $5,795-95.7% | $847-70.8% |