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| Provider | Service type | Compensation |
|---|---|---|
PAI1 year Service code 64 1201 ENTERPRISE DR. · DE PERE, WI 54115 | Recordkeeping Fees | $9,648 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $5,003 |
Filed as: SHAREBUILDER ADVISORS, LLC Service code 27 801 2ND AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $4,198 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,005 | $61,356-95.1% | $149,696-98.0% | $71,511-95.8% |
| Participation rate | 79.1% | 62.5%+16.5pp | 78.8%+0.3pp | 67.9%+11.1pp |
| Annual return | 26.70% | 35.86%-9.2pp | 134.46%-107.8pp | 28.86%-2.2pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,009 | $2,920-31.2% | $5,682-64.6% | $4,291-53.2% |
| Admin fee / account holder | $14 | $1,263-98.9% | $13,212-99.9% | $1,588-99.1% |