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| Provider | Service type | Compensation |
|---|---|---|
DALIA BADAJOS1 year Service code 27 · EIN 93-0987232 20 EAST THOMAS ROAD SUITE 2000 · PHOENIX, AR 85012 | Advisory (Plan) | $5,826 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,993 | $62,177-87.1% | $81,370-90.2% | $74,478-89.3% |
| Participation rate | 88.2% | 64.1%+24.2pp | 69.5%+18.7pp | 67.2%+21.0pp |
| Annual return | 16.40% | 16.62%-0.2pp | 24.85%-8.4pp | 1370.56%-1354.2pp |
| Employer contribution / active EE | $1,223 | $1,881-35.0% | $2,464-50.4% | $2,626-53.4% |
| Participant deferral / active EE | $2,699 | $3,219-16.2% | $3,885-30.5% | $4,350-38.0% |
| Admin fee / account holder | $64 | $1,927-96.7% | $5,749-98.9% | $1,946-96.7% |