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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 | Indirect Investment Fees | $1,945 |
Filed as: AMERICAN UNITED LIFE INSURANCE, CO. Service code 52 | Indirect Investment Fees | $0 |
GREGORY BURGE1 year Service code 22 40 W. COCHRAN ST · SIMI VALLEY, CA 93065 | Insurance Broker | $0 |
GREGORY BURGE1 year Filed as: GREGORY BURGE & CO INC Service code 14 8140 N MOPAC EXPWY · AUSTIN, TX 78759 | Plan Administrator | $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).
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 | $64,834 | $58,726+10.4% | $92,239-29.7% | $62,293+4.1% |
| Participation rate | 29.0% | 68.3%-39.4pp | 76.5%-47.5pp | 69.5%-40.6pp |
| Annual return | 14.29% | 43.62%-29.3pp | 176.29%-162.0pp | 28.90%-14.6pp |
| Employer contribution / active EE | $867 | $2,392-63.7% | $3,680-76.4% | $2,042-57.5% |
| Participant deferral / active EE | $1,036 | $2,766-62.6% | $3,897-73.4% | $3,169-67.3% |
| Admin fee / account holder | $37 | $556-93.3% | $5,194-99.3% | $479-92.2% |