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| Provider | Service type | Compensation |
|---|---|---|
LORD ABBETT7 years Service code 25 PO BOX 219198 · KANSAS CITY, MO 64121 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,016-30.7% | $152,093-81.3% | $64,097-55.6% |
| Participation rate | 91.5% | 51.3%+40.2pp | 77.8%+13.8pp | 55.2%+36.3pp |
| Annual return | 10.91% | 39.60%-28.7pp | 66.36%-55.4pp | 34.64%-23.7pp |
| Employer contribution / active EE | $4,604 | $1,342+243.0% | $4,175+10.3% | $1,891+143.4% |
| Participant deferral / active EE | $1,724 | $1,927-10.6% | $5,451-68.4% | $3,080-44.0% |
| Admin fee / account holder | $9 | $2,305-99.6% | $14,497-99.9% | $3,454-99.7% |