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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $20,279 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,402 | $70,917-58.5% | $98,920-70.3% | $73,493-60.0% |
| Participation rate | 63.8% | 73.8%-10.0pp | 76.0%-12.2pp | 70.7%-6.9pp |
| Annual return | 20.46% | 34.18%-13.7pp | 196.47%-176.0pp | 28.51%-8.1pp |
| Employer contribution / active EE | $1,274 | $2,037-37.5% | $2,689-52.6% | $2,270-43.9% |
| Participant deferral / active EE | $2,992 | $3,501-14.5% | $4,245-29.5% | $3,740-20.0% |
| Admin fee / account holder | $117 | $535-78.1% | $6,643-98.2% | $513-77.1% |