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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 85-0467977 | Advisory (Participants) | $33,612 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,273 | $51,466-21.7% | $78,778-48.9% | $62,293-35.3% |
| Participation rate | 41.4% | 59.8%-18.4pp | 69.2%-27.8pp | 69.5%-28.1pp |
| Annual return | 15.06% | 19.96%-4.9pp | 35.62%-20.6pp | 28.90%-13.8pp |
| Employer contribution / active EE | $389 | $827-52.9% | $1,986-80.4% | $2,042-80.9% |
| Participant deferral / active EE | $1,682 | $2,147-21.7% | $2,958-43.1% | $3,169-46.9% |
| Admin fee / account holder | $299 | $489-38.9% | $5,134-94.2% | $479-37.7% |