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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTELLICENTS INC Service code 26 · EIN 41-1471080 | Advisory (Participants) | $7,062 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $783,315 | $60,165+1201.9% | $74,184+955.9% | $55,167+1319.9% |
| Participation rate | 0.0% | 74.2%-74.2pp | 76.6%-76.6pp | 69.0%-69.0pp |
| Annual return | 6.64% | 10.00%-3.4pp | 17.74%-11.1pp | 169.23%-162.6pp |
| Employer contribution / active EE | $679 | $1,600-57.6% | $2,370-71.4% | $1,963-65.4% |
| Participant deferral / active EE | $1,570 | $2,973-47.2% | $3,550-55.8% | $3,054-48.6% |
| Admin fee / account holder | $4,255 | $419+914.7% | $5,586-23.8% | $504+744.3% |