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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $22,039 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,531 | $28,167-76.8% | $73,658-91.1% | $64,728-89.9% |
| Participation rate | 62.0% | 21.1%+41.0pp | 57.0%+5.0pp | 57.9%+4.1pp |
| Annual return | 17.50% | 139.75%-122.2pp | 29.72%-12.2pp | 49.38%-31.9pp |
| Employer contribution / active EE | $180 | $373-51.7% | $1,032-82.6% | $2,243-92.0% |
| Participant deferral / active EE | $535 | $597-10.4% | $2,062-74.1% | $2,729-80.4% |
| Admin fee / account holder | $43 | $1,791-97.6% | $3,357-98.7% | $1,145-96.2% |