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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 210 SOUTH MICHIGAN STREET · SOUTH BEND, IN 46601 | Accounting | $5,500 |
Service code 13 11911 KINGSTON PIKE · KNOXVILLE, TN 37934 | Contract Administrator | $4,475 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,162 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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.
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 | $19,906 | $73,638-73.0% | $95,964-79.3% | $73,497-72.9% |
| Participation rate | 43.7% | 76.2%-32.5pp | 77.1%-33.4pp | 70.7%-27.0pp |
| Annual return | 13.93% | 16.78%-2.9pp | 91.64%-77.7pp | 28.51%-14.6pp |
| Employer contribution / active EE | $663 | $1,863-64.4% | $2,541-73.9% | $2,270-70.8% |
| Participant deferral / active EE | $958 | $3,617-73.5% | $4,167-77.0% | $3,740-74.4% |
| Admin fee / account holder | $81 | $482-83.3% | $6,797-98.8% | $513-84.3% |