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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $21,664 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $8,106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,643 | $63,471-37.5% | $68,803-42.4% | $66,949-40.8% |
| Participation rate | 42.1% | 60.0%-17.9pp | 69.0%-27.0pp | 69.8%-27.8pp |
| Annual return | -17.71% | -8.29%-9.4pp | -6.37%-11.3pp | 1.57%-19.3pp |
| Employer contribution / active EE | $423 | $1,776-76.2% | $2,656-84.1% | $2,545-83.4% |
| Participant deferral / active EE | $2,050 | $2,946-30.4% | $3,942-48.0% | $4,239-51.6% |
| Admin fee / account holder | $297 | $578-48.6% | $4,936-94.0% | $594-49.9% |