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| Provider | Service type | Compensation |
|---|---|---|
BELL ROCK CAPITAL, LLC2+ years Service code 28 19606 COASTAL HIGHWAY · REHOBOTH, DE 19971 | Investment Management | $8,393 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $26,032 | $51,244-49.2% | $80,977-67.9% | $55,167-52.8% |
| Participation rate | 24.5% | 71.7%-47.2pp | 75.8%-51.3pp | 69.0%-44.5pp |
| Annual return | 42.73% | 17.39%+25.3pp | 17.11%+25.6pp | 169.23%-126.5pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,715-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,579 | $4,418-64.3% | $5,696-72.3% | $3,054-48.3% |
| Admin fee / account holder | $123 | $398-69.0% | $5,517-97.8% | $504-75.5% |