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| Provider | Service type | Compensation |
|---|---|---|
EPOCH CONSULTING GROUP1 year Service code 27 · EIN 36-4557423 | Advisory (Plan) | $2,015 |
PENSYS, INC.3 years Service code 13 · EIN 68-0348235 | Contract Administrator | $469 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,480 | $47,977+15.6% | $154,114-64.0% | $56,287-1.4% |
| Participation rate | 9.7% | 66.2%-56.5pp | 83.0%-73.4pp | 69.9%-60.2pp |
| Annual return | -6.28% | 3.54%-9.8pp | 735.16%-741.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $249 | $2,392-89.6% | $5,081-95.1% | $3,350-92.6% |
| Admin fee / account holder | $131 | $438-70.2% | $13,411-99.0% | $521-74.9% |