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| Provider | Service type | Compensation |
|---|---|---|
OLIVER CAPITAL MANAGEMENT INC2+ years Service code 27 · EIN 14-1886561 | Advisory (Plan) | $28,841 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,119 |
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.
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 | $25,281 | $42,546-40.6% | $71,796-64.8% | $55,167-54.2% |
| Participation rate | 63.0% | 59.1%+3.8pp | 69.1%-6.1pp | 69.0%-6.0pp |
| Annual return | 8.20% | 12.36%-4.2pp | 78.04%-69.8pp | 169.23%-161.0pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,288 | $2,064+59.3% | $2,794+17.7% | $3,054+7.6% |
| Admin fee / account holder | $250 | $650-61.6% | $4,815-94.8% | $504-50.4% |