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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,893 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,621 | $65,223-77.6% | $80,022-81.7% | $55,725-73.8% |
| Participation rate | 63.2% | 80.6%-17.3pp | 75.8%-12.6pp | 70.9%-7.6pp |
| Annual return | -11.34% | 7.59%-18.9pp | 11.22%-22.6pp | 244.93%-256.3pp |
| Employer contribution / active EE | $1,022 | $2,544-59.8% | $2,468-58.6% | $2,078-50.8% |
| Participant deferral / active EE | $2,616 | $3,881-32.6% | $3,686-29.0% | $3,356-22.0% |
| Admin fee / account holder | $100 | $114-12.9% | $6,521-98.5% | $115-13.6% |