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| Provider | Service type | Compensation |
|---|---|---|
CENTRAL NATIONAL BANK4+ years Service code 24 · EIN 48-1174053 | Discretionary Trustee | $12,896 |
Filed as: NORTH AMERICAN KTRADE ALLIANCE LLC Service code 10 · EIN 32-0169227 | Accounting | $9,138 |
Service code 10 · EIN 48-0890241 | Accounting | $5,957 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
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 | $5,876 | $37,196-84.2% | $154,108-96.2% | $55,725-89.5% |
| Participation rate | 34.5% | 64.1%-29.6pp | 83.0%-48.5pp | 70.9%-36.3pp |
| Annual return | -4.61% | 1319.68%-1324.3pp | 735.21%-739.8pp | 244.93%-249.5pp |
| Employer contribution / active EE | $212 | $1,614-86.9% | $5,298-96.0% | $2,078-89.8% |
| Participant deferral / active EE | $757 | $2,068-63.4% | $5,081-85.1% | $3,356-77.4% |
| Admin fee / account holder | $133 | $102+30.9% | $13,411-99.0% | $115+15.5% |