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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $14,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
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 | $62,026 | $56,197+10.4% | $67,652-8.3% | $59,633+4.0% |
| Participation rate | 49.5% | 71.5%-22.0pp | 75.7%-26.2pp | 68.7%-19.2pp |
| Annual return | 0.98% | 18508.10%-18507.1pp | 6625.40%-6624.4pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,438 | $2,844-49.4% | $3,560-59.6% | $3,192-54.9% |
| Admin fee / account holder | $275 | $3,958-93.1% | $4,821-94.3% | $4,297-93.6% |