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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN T TOOMEY ASSOCIATES INC Service code 55 · EIN 04-2879032 | Other Commissions | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,106 | $65,092-59.9% | $143,799-81.8% | $66,938-61.0% |
| Participation rate | 24.0% | 65.2%-41.2pp | 80.3%-56.3pp | 69.8%-45.8pp |
| Annual return | -15.58% | -11.14%-4.4pp | -0.04%-15.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $531 | $2,362-77.5% | $4,952-89.3% | $2,545-79.1% |
| Participant deferral / active EE | $852 | $2,920-70.8% | $5,638-84.9% | $4,238-79.9% |
| Admin fee / account holder | $2 | $502-99.5% | $14,677-100.0% | $594-99.6% |