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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-1961943 | Other Commissions | $11,183 |
Service code 37 · EIN 04-2647786 | Loan Processing | $331 |
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).
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 | $32,252 | $30,599+5.4% | $74,577-56.8% | $57,658-44.1% |
| Participation rate | 17.3% | 49.1%-31.9pp | 68.1%-50.8pp | 70.2%-53.0pp |
| Annual return | 7.02% | 14.24%-7.2pp | 20.47%-13.4pp | 5.13%+1.9pp |
| Employer contribution / active EE | $344 | $1,000-65.6% | $2,525-86.4% | $1,974-82.6% |
| Participant deferral / active EE | $376 | $1,805-79.2% | $3,458-89.1% | $3,061-87.7% |
| Admin fee / account holder | $2 | $98-97.7% | $4,138-99.9% | $95-97.6% |