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| Provider | Service type | Compensation |
|---|---|---|
LORD ABBETT7 years Service code 25 PO BOX 219198 · KANSAS CITY, MO 64121 | Directed Trustee | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,442 | $43,749-35.0% | $158,223-82.0% | $65,306-56.4% |
| Participation rate | 91.5% | 56.9%+34.6pp | 79.2%+12.3pp | 57.7%+33.9pp |
| Annual return | 10.91% | 19.41%-8.5pp | 52.09%-41.2pp | 21.94%-11.0pp |
| Employer contribution / active EE | $4,604 | $1,497+207.5% | $4,109+12.1% | $1,967+134.0% |
| Participant deferral / active EE | $1,724 | $2,019-14.6% | $5,467-68.5% | $2,959-41.7% |
| Admin fee / account holder | $9 | $1,930-99.5% | $16,047-99.9% | $3,480-99.7% |