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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $29,548 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $3,322 |
AVINTUS3+ years Filed as: AVINTUS, LLC Service code 15 · EIN 04-3682160 | Recordkeeping | $1,775 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,076 | $77,816-66.5% | $123,552-78.9% | $64,173-59.4% |
| Participation rate | 60.4% | 74.7%-14.3pp | 82.3%-21.9pp | 69.6%-9.1pp |
| Annual return | -4.01% | 12.49%-16.5pp | 119.20%-123.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,385 | $5,240-73.6% | $6,426-78.4% | $3,470-60.1% |
| Admin fee / account holder | $21 | $5,519-99.6% | $9,285-99.8% | $4,887-99.6% |