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| Provider | Service type | Compensation |
|---|---|---|
KIMBERLY C WALKER PC1 year Filed as: KIMBERLY WHITE ACCOUNTING LLC Service code 10 PO BOX 1538 · WINTER PARK, FL 32790 | Accounting | $7,200 |
UNITED OF OMAHA4 years Service code 15 · EIN 47-0322111 | Recordkeeping | $150 |
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 | $36,520 | $65,083-43.9% | $143,788-74.6% | $66,930-45.4% |
| Participation rate | 10.3% | 65.2%-54.9pp | 80.3%-70.0pp | 69.8%-59.5pp |
| Annual return | -15.33% | -11.13%-4.2pp | -0.03%-15.3pp | 1.57%-16.9pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $409 | $2,920-86.0% | $5,638-92.8% | $4,238-90.4% |
| Admin fee / account holder | $156 | $502-68.9% | $14,675-98.9% | $593-73.6% |