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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 42-1445429 | Other Commissions | $16,101 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,529 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $53,897 | $52,722+2.2% | $90,461-40.4% | $73,412-26.6% |
| Participation rate | 53.6% | 67.7%-14.1pp | 72.7%-19.1pp | 72.2%-18.6pp |
| Annual return | 10.84% | 20.70%-9.9pp | 1294.76%-1283.9pp | 59.30%-48.5pp |
| Employer contribution / active EE | $1,139 | $1,872-39.1% | $3,264-65.1% | $2,234-49.0% |
| Participant deferral / active EE | $2,172 | $2,810-22.7% | $3,964-45.2% | $3,806-42.9% |
| Admin fee / account holder | $21 | $117-82.0% | $5,617-99.6% | $158-86.7% |