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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESTMAKER & PETRY WEALTH Service code 27 · EIN 26-4149969 | Advisory (Plan) | $19,965 |
BARBICH HOOPER KING DILL HOFFMAN2+ years Service code 15 · EIN 95-3705481 | Recordkeeping | $3,780 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $700 |
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).
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 | $22,480 | $66,750-66.3% | $105,754-78.7% | $57,658-61.0% |
| Participation rate | 34.3% | 79.2%-44.8pp | 78.9%-44.6pp | 70.2%-35.9pp |
| Annual return | 7.54% | 10.99%-3.4pp | 12.25%-4.7pp | 5.13%+2.4pp |
| Employer contribution / active EE | $0 | $3,766-100.0% | $4,079-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,274 | $4,933-74.2% | $5,326-76.1% | $3,061-58.4% |
| Admin fee / account holder | $129 | $88+47.2% | $8,309-98.4% | $95+36.8% |