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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $48,260 |
Filed as: INNOVEST PORTFOLIO SOLUTIONS Service code 26 · EIN 84-1612955 | Advisory (Participants) | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,319 | $59,402-10.2% | $93,654-43.1% | $74,546-28.5% |
| Participation rate | 44.0% | 59.7%-15.6pp | 68.7%-24.7pp | 67.2%-23.2pp |
| Annual return | 12.31% | 81.86%-69.5pp | 133.34%-121.0pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $959 | $1,265-24.1% | $2,421-60.4% | $2,624-63.4% |
| Participant deferral / active EE | $1,633 | $3,049-46.4% | $4,413-63.0% | $4,347-62.4% |
| Admin fee / account holder | $104 | $3,023-96.6% | $8,282-98.7% | $1,944-94.7% |