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| Provider | Service type | Compensation |
|---|---|---|
ECHELON GROUP1+ years Service code 27 408 E. PARKCENTER BLVD., SUITE 330 · BOISE, ID 83706 | Advisory (Plan) | $7,426 |
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 | $10,375 | $75,832-86.3% | $147,617-93.0% | $59,633-82.6% |
| Participation rate | 71.4% | 71.6%-0.1pp | 84.6%-13.2pp | 68.7%+2.8pp |
| Annual return | 4.37% | 0.37%+4.0pp | 61.98%-57.6pp | 2041.45%-2037.1pp |
| Employer contribution / active EE | $558 | $3,485-84.0% | $5,564-90.0% | $2,203-74.7% |
| Participant deferral / active EE | $2,048 | $3,131-34.6% | $4,895-58.2% | $3,192-35.8% |
| Admin fee / account holder | $30 | $5,986-99.5% | $11,612-99.7% | $4,297-99.3% |