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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
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 | $20,322 | $89,652-77.3% | $141,197-85.6% | $65,186-68.8% |
| Participation rate | 45.2% | 74.7%-29.5pp | 82.5%-37.3pp | 70.2%-25.0pp |
| Annual return | 22.22% | 32.79%-10.6pp | 71.41%-49.2pp | 29.39%-7.2pp |
| Employer contribution / active EE | $718 | $3,065-76.6% | $4,736-84.8% | $2,177-67.0% |
| Participant deferral / active EE | $2,112 | $5,691-62.9% | $6,710-68.5% | $3,514-39.9% |
| Admin fee / account holder | $1 | $569-99.9% | $10,265-100.0% | $847-99.9% |