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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,219 | $45,000-50.6% | $143,797-84.5% | $77,906-71.5% |
| Participation rate | 1.7% | 66.8%-65.1pp | 80.3%-78.6pp | 73.7%-72.0pp |
| Annual return | 10.11% | 29.03%-18.9pp | -0.04%+10.2pp | 12.16%-2.0pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $128 | $3,157-96.0% | $5,638-97.7% | $4,805-97.3% |
| Admin fee / account holder | $75 | $98-24.0% | $14,679-99.5% | $133-43.6% |