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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
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 | $53,364 | $54,045-1.3% | $115,170-53.7% | $65,185-18.1% |
| Participation rate | 29.8% | 63.5%-33.8pp | 75.9%-46.2pp | 70.2%-40.4pp |
| Annual return | 25.65% | 26.55%-0.9pp | 35.60%-10.0pp | 29.38%-3.7pp |
| Employer contribution / active EE | $627 | $1,653-62.1% | $3,179-80.3% | $2,177-71.2% |
| Participant deferral / active EE | $1,171 | $2,504-53.2% | $4,169-71.9% | $3,514-66.7% |
| Admin fee / account holder | $22 | $626-96.5% | $7,089-99.7% | $847-97.4% |