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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $17,911 |
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,039 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $95,538 | $204,517-53.3% | $69,461+37.5% | $77,775+22.8% |
| Participation rate | 30.2% | 74.6%-44.4pp | 74.6%-44.4pp | 73.2%-43.0pp |
| Annual return | 20.34% | 22.10%-1.8pp | 28.97%-8.6pp | 32.58%-12.2pp |
| Employer contribution / active EE | $852 | $3,548-76.0% | $2,779-69.3% | $2,504-66.0% |
| Participant deferral / active EE | $1,506 | $3,478-56.7% | $3,536-57.4% | $3,966-62.0% |
| Admin fee / account holder | $23 | $101-77.1% | $3,840-99.4% | $100-77.0% |