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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $614 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $68,739 | $48,064+43.0% | $78,778-12.7% | $69,631-1.3% |
| Participation rate | 20.5% | 61.6%-41.1pp | 69.2%-48.7pp | 70.7%-50.2pp |
| Annual return | 20.29% | 21.81%-1.5pp | 35.62%-15.3pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $211 | $744-71.7% | $1,986-89.4% | $2,032-89.6% |
| Participant deferral / active EE | $841 | $2,079-59.6% | $2,958-71.6% | $3,224-73.9% |
| Admin fee / account holder | $8 | $152-94.8% | $5,134-99.8% | $110-92.8% |