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| Provider | Service type | Compensation |
|---|---|---|
BLEAKLEY FINANCIAL GROUP LLC2 years Filed as: BLEAKLEY FINANCIAL GROUP, LLC Service code 26 · EIN 47-2523848 | Advisory (Participants) | $8,664 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,973 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Filed as: WILSHIRE ASSOCIATES INC. (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $347 |
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 | $16,131 | $40,386-60.1% | $80,607-80.0% | $74,440-78.3% |
| Participation rate | 13.8% | 47.4%-33.5pp | 67.0%-53.2pp | 70.7%-56.9pp |
| Annual return | 16.49% | 165.00%-148.5pp | 936.11%-919.6pp | 34.37%-17.9pp |
| Employer contribution / active EE | $322 | $1,496-78.4% | $2,724-88.2% | $2,638-87.8% |
| Participant deferral / active EE | $589 | $2,670-77.9% | $4,448-86.7% | $4,529-87.0% |
| Admin fee / account holder | $218 | $720-69.7% | $5,379-95.9% | $348-37.3% |