Filed December 14, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,519 | $36,916-74.2% | $156,551-93.9% | $57,658-83.5% |
| Participation rate | 10.9% | 63.4%-52.5pp | 84.0%-73.1pp | 70.2%-59.3pp |
| Annual return | 10.26% | 12.38%-2.1pp | 32.23%-22.0pp | 5.13%+5.1pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $703 | $1,926-63.5% | $4,871-85.6% | $3,061-77.0% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |