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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.2+ years Service code 10 · EIN 95-2887986 | Accounting | $3,877 |
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).
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 | $40,631 | $38,969+4.3% | $109,313-62.8% | $55,167-26.3% |
| Participation rate | 48.3% | 58.2%-10.0pp | 71.3%-23.0pp | 69.0%-20.7pp |
| Annual return | 7.69% | 8.26%-0.6pp | 22.07%-14.4pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,019 | $1,227-16.9% | $3,892-73.8% | $1,963-48.1% |
| Participant deferral / active EE | $1,756 | $2,176-19.3% | $3,166-44.6% | $3,054-42.5% |
| Admin fee / account holder | $61 | $501-87.9% | $5,666-98.9% | $504-88.0% |