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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $40,296 |
CLARK NUBER3 years Service code 10 · EIN 91-0119401 | Accounting | $17,553 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS Service code 16 · EIN 06-0139734 | Consulting | $12,500 |
FID INV INST OPS CO3 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $125,221 | $45,382+175.9% | $154,110-18.7% | $75,289+66.3% |
| Participation rate | 28.5% | 65.9%-37.4pp | 83.0%-54.5pp | 72.4%-43.9pp |
| Annual return | -2.80% | -0.47%-2.3pp | 735.22%-738.0pp | -0.04%-2.8pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,731 | $2,384+14.6% | $5,081-46.2% | $3,739-26.9% |
| Admin fee / account holder | $58 | $89-35.1% | $13,412-99.6% | $102-43.4% |