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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,611 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,435 | $43,423-11.5% | $78,676-51.1% | $55,167-30.3% |
| Participation rate | 65.0% | 68.0%-3.1pp | 73.6%-8.6pp | 69.0%-4.0pp |
| Annual return | 3.36% | 11.53%-8.2pp | 62.19%-58.8pp | 169.23%-165.9pp |
| Employer contribution / active EE | $1,168 | $1,997-41.5% | $2,850-59.0% | $1,963-40.5% |
| Participant deferral / active EE | $1,791 | $2,509-28.6% | $3,517-49.1% | $3,054-41.3% |
| Admin fee / account holder | $21 | $416-94.9% | $4,510-99.5% | $504-95.8% |