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| Provider | Service type | Compensation |
|---|---|---|
COMMUNITY NURSING SVCS1 year Service code 10 · EIN 87-0212459 | Accounting | $25,305 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,031 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,379 |
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 | $25,974 | $46,173-43.7% | $170,436-84.8% | $69,631-62.7% |
| Participation rate | 34.2% | 63.9%-29.7pp | 83.6%-49.4pp | 70.7%-36.5pp |
| Annual return | 17.67% | 21.62%-3.9pp | 205.94%-188.3pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $546 | $1,610-66.1% | $5,433-90.0% | $2,032-73.1% |
| Participant deferral / active EE | $1,503 | $2,080-27.7% | $4,939-69.6% | $3,224-53.4% |
| Admin fee / account holder | $164 | $116+41.8% | $13,880-98.8% | $110+48.8% |