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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,100 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,770 | $58,512-13.2% | $84,020-39.6% | $72,983-30.4% |
| Participation rate | 9.3% | 61.2%-51.9pp | 69.0%-59.7pp | 69.5%-60.2pp |
| Annual return | 20.09% | 28.93%-8.8pp | 71.31%-51.2pp | 81.01%-60.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,369 | $2,394-42.8% | $3,239-57.7% | $3,608-62.1% |
| Admin fee / account holder | $266 | $4,569-94.2% | $6,101-95.6% | $5,124-94.8% |