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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-3722740 6720 N SCOTTSDALE RD #340 · SCOTTSDALE, AZ 85253 | Advisory (Participants) | $14,265 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,382 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,532 | $48,471-45.3% | $182,558-85.5% | $67,582-60.7% |
| Participation rate | 39.3% | 67.2%-27.9pp | 78.0%-38.7pp | 71.3%-32.0pp |
| Annual return | 18.17% | 31.08%-12.9pp | 148.59%-130.4pp | 378.57%-360.4pp |
| Employer contribution / active EE | $496 | $1,461-66.0% | $4,076-87.8% | $2,148-76.9% |
| Participant deferral / active EE | $1,330 | $3,324-60.0% | $5,526-75.9% | $3,539-62.4% |
| Admin fee / account holder | $23 | $151-84.5% | $8,594-99.7% | $142-83.5% |