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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $14,929 |
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.
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 | $30,869 | $31,109-0.8% | $67,704-54.4% | $52,331-41.0% |
| Participation rate | 40.4% | 54.0%-13.6pp | 67.5%-27.2pp | 68.1%-27.8pp |
| Annual return | 1.40% | 23.70%-22.3pp | 25.41%-24.0pp | 4.54%-3.1pp |
| Employer contribution / active EE | $1 | $1,076-99.9% | $2,559-99.9% | $1,882-99.9% |
| Participant deferral / active EE | $1,732 | $1,970-12.1% | $3,585-51.7% | $3,022-42.7% |
| Admin fee / account holder | $210 | $466-54.9% | $4,255-95.1% | $592-64.5% |