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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.1+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $1,390 |
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 | $16,707 | $50,498-66.9% | $75,784-78.0% | $55,191-69.7% |
| Participation rate | 61.1% | 69.4%-8.3pp | 75.8%-14.7pp | 69.2%-8.1pp |
| Annual return | 14.91% | 1.80%+13.1pp | 9.68%+5.2pp | 10.78%+4.1pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,323-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,997 | $2,589+15.7% | $3,652-17.9% | $3,046-1.6% |
| Admin fee / account holder | $7 | $123-94.0% | $5,300-99.9% | $91-91.8% |