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| Provider | Service type | Compensation |
|---|---|---|
US BANK1 year Filed as: US BANCORP ADVISORS LLC Service code 55 | Other Commissions | $20,776 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $7,863 |
NESA PLAN CONSULTANTS3 years Service code 16 · EIN 99-3296226 | Consulting | $7,580 |
Service code 10 · EIN 94-4659692 | Accounting | $5,794 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 | Finders' fees / placement fees | $0 |
US BANK2 years Filed as: US BANCORP ADVISORS, LLC Service code 55 ATTN PILAR LEMA · GLENDALE, CA 91203 | Other Commissions | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,805 | $79,181-44.7% | $102,423-57.2% | $74,429-41.1% |
| Participation rate | 54.9% | 74.8%-19.9pp | 76.5%-21.6pp | 67.2%-12.4pp |
| Annual return | 10.07% | 54.97%-44.9pp | 29.42%-19.4pp | 1368.38%-1358.3pp |
| Employer contribution / active EE | $543 | $2,362-77.0% | $3,023-82.0% | $2,625-79.3% |
| Participant deferral / active EE | $3,144 | $4,416-28.8% | $5,054-37.8% | $4,348-27.7% |
| Admin fee / account holder | $191 | $2,002-90.4% | $9,455-98.0% | $1,944-90.2% |