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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 20-2139554 | Pension Consulting | $6,402 |
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).
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 | $17,801 | $56,640-68.6% | $78,002-77.2% | $55,167-67.7% |
| Participation rate | 36.2% | 73.3%-37.1pp | 75.5%-39.3pp | 69.0%-32.8pp |
| Annual return | 22.50% | 2868.48%-2846.0pp | 425.99%-403.5pp | 169.23%-146.7pp |
| Employer contribution / active EE | $531 | $1,724-69.2% | $2,470-78.5% | $1,963-72.9% |
| Participant deferral / active EE | $1,325 | $2,778-52.3% | $3,497-62.1% | $3,054-56.6% |
| Admin fee / account holder | $96 | $467-79.4% | $5,481-98.2% | $504-80.9% |