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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 | $27,876-76.6% | $83,854-92.2% | $65,191-90.0% |
| Participation rate | 62.0% | 23.2%+38.8pp | 59.1%+2.9pp | 63.0%-1.0pp |
| Annual return | 17.50% | 305.90%-288.4pp | 31.39%-13.9pp | 51.24%-33.7pp |
| Employer contribution / active EE | $180 | $472-61.9% | $1,017-82.3% | $2,400-92.5% |
| Participant deferral / active EE | $535 | $580-7.8% | $2,035-73.7% | $2,671-80.0% |
| Admin fee / account holder | $43 | $1,497-97.1% | $3,197-98.7% | $907-95.3% |