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| Provider | Service type | Compensation |
|---|---|---|
ECHELON GROUP2+ years Service code 27 408 E. PARKCENTER BLVD., SUITE 330 · BOISE, ID 83706 | Advisory (Plan) | $8,238 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,870 | $46,732-78.9% | $156,551-93.7% | $55,167-82.1% |
| Participation rate | 86.8% | 65.8%+21.0pp | 84.0%+2.8pp | 69.0%+17.9pp |
| Annual return | 6.61% | 17.72%-11.1pp | 32.23%-25.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $1,216 | $2,105-42.2% | $5,501-77.9% | $1,963-38.1% |
| Participant deferral / active EE | $1,981 | $2,204-10.1% | $4,871-59.3% | $3,054-35.1% |
| Admin fee / account holder | $22 | $418-94.7% | $13,028-99.8% | $504-95.6% |