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| Provider | Service type | Compensation |
|---|---|---|
KSJG, LLP1 year Filed as: KUSHNER, SMITH, JOANOU & GREGSON, Service code 10 · EIN 95-3322166 | Accounting | $6,586 |
Service code 37 · EIN 04-2647786 | Loan Processing | $288 |
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.
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 | $46,200 | $60,165-23.2% | $74,184-37.7% | $55,167-16.3% |
| Participation rate | 51.8% | 74.2%-22.3pp | 76.6%-24.8pp | 69.0%-17.2pp |
| Annual return | 16.86% | 10.00%+6.9pp | 17.74%-0.9pp | 169.23%-152.4pp |
| Employer contribution / active EE | $296 | $1,600-81.5% | $2,370-87.5% | $1,963-84.9% |
| Participant deferral / active EE | $2,410 | $2,973-18.9% | $3,550-32.1% | $3,054-21.1% |
| Admin fee / account holder | $103 | $419-75.5% | $5,586-98.2% | $504-79.6% |