See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
LODESTAR WEALTH, LLC1 year Service code 27 · EIN 84-4557908 45 INDUSTRIAL RD · CUMBERLAND, RI 02864 | Advisory (Plan) | $8,065 |
NATIONWIDE1 year Service code 12 · EIN 31-4177100 | Trustee (bank, trust company, or simi... | $6,245 |
DEFINITI LLC1 year Service code 17 · EIN 85-0833363 3 HOLLAND ST · ERIE, PA 16507 | Pension Consulting | $2,525 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $122 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,250 | $55,415-36.4% | $155,509-77.3% | $74,495-52.7% |
| Participation rate | 52.0% | 61.9%-9.9pp | 78.2%-26.2pp | 67.2%-15.2pp |
| Annual return | 10.23% | 268.50%-258.3pp | 64.67%-54.4pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $1,239 | $2,267-45.3% | $4,672-73.5% | $2,623-52.7% |
| Participant deferral / active EE | $1,760 | $2,836-38.0% | $5,626-68.7% | $4,346-59.5% |
| Admin fee / account holder | $88 | $1,738-95.0% | $15,912-99.4% | $1,942-95.5% |