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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,194 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,251 | $64,909-38.0% | $82,312-51.1% | $62,293-35.4% |
| Participation rate | 75.9% | 74.9%+1.0pp | 76.9%-1.0pp | 69.5%+6.3pp |
| Annual return | 15.86% | 21.18%-5.3pp | 25.88%-10.0pp | 28.90%-13.0pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,316 | $3,103-57.6% | $3,706-64.5% | $3,169-58.5% |
| Admin fee / account holder | $31 | $440-93.1% | $5,608-99.5% | $479-93.6% |