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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DANIELLS PHILLIPS VAUGHAN & BOCK CP Service code 16 · EIN 95-2972229 | Consulting | $10,908 |
Filed as: FIDELITY INVESTMENTS INSTITUTIONA Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $96,392 | $42,548+126.6% | $74,551+29.3% | $56,289+71.2% |
| Participation rate | 23.7% | 60.5%-36.8pp | 69.1%-45.5pp | 69.9%-46.2pp |
| Annual return | -5.36% | 12.40%-17.8pp | 32.53%-37.9pp | -9.96%+4.6pp |
| Employer contribution / active EE | $229 | $855-73.2% | $1,961-88.3% | $2,111-89.2% |
| Participant deferral / active EE | $2,118 | $2,277-7.0% | $3,108-31.9% | $3,350-36.8% |
| Admin fee / account holder | $207 | $467-55.8% | $5,059-95.9% | $521-60.3% |