See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
LODESTAR WEALTH, LLC2 years Service code 27 · EIN 84-4557908 45 INDUSTRIAL RD · CUMBERLAND, RI 02864 | Advisory (Plan) | $10,974 |
DEFINITI LLC2 years Service code 17 · EIN 85-0833363 3 HOLLAND ST · ERIE, PA 16507 | Pension Consulting | $6,321 |
NATIONWIDE2 years Service code 12 · EIN 31-4177100 | Recordkeeping and information managem... | $36 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,420 | $49,915-21.0% | $154,803-74.5% | $74,304-46.9% |
| Participation rate | 55.6% | 54.0%+1.6pp | 78.1%-22.5pp | 60.3%-4.8pp |
| Annual return | 14.83% | 34.06%-19.2pp | 58.88%-44.1pp | 29.43%-14.6pp |
| Employer contribution / active EE | $1,167 | $1,611-27.6% | $4,305-72.9% | $2,241-47.9% |
| Participant deferral / active EE | $2,125 | $2,255-5.8% | $5,540-61.7% | $3,767-43.6% |
| Admin fee / account holder | $156 | $2,189-92.9% | $14,329-98.9% | $2,969-94.7% |