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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.3+ years Service code 10 · EIN 95-2887986 | Accounting | $4,327 |
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 | $42,258 | $63,156-33.1% | $122,354-65.5% | $62,293-32.2% |
| Participation rate | 51.4% | 60.0%-8.7pp | 71.6%-20.3pp | 69.5%-18.2pp |
| Annual return | 17.26% | 20.61%-3.4pp | 30.28%-13.0pp | 28.90%-11.6pp |
| Employer contribution / active EE | $1,133 | $1,385-18.2% | $4,051-72.0% | $2,042-44.5% |
| Participant deferral / active EE | $2,290 | $2,321-1.3% | $3,287-30.3% | $3,169-27.7% |
| Admin fee / account holder | $58 | $440-86.7% | $5,479-98.9% | $479-87.8% |