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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $6,203 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $816 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
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 | $46,350 | $73,638-37.1% | $95,960-51.7% | $73,493-36.9% |
| Participation rate | 42.2% | 76.2%-34.0pp | 77.1%-34.9pp | 70.7%-28.5pp |
| Annual return | 14.39% | 16.78%-2.4pp | 91.63%-77.2pp | 28.51%-14.1pp |
| Employer contribution / active EE | $1,034 | $1,863-44.5% | $2,541-59.3% | $2,270-54.5% |
| Participant deferral / active EE | $1,694 | $3,617-53.2% | $4,167-59.3% | $3,740-54.7% |
| Admin fee / account holder | $18 | $482-96.2% | $6,797-99.7% | $513-96.4% |