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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-4034238 | Advisory (Plan) | $10,000 |
Form 5500 reported that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $143,274 | $45,079+217.8% | $69,461+106.3% | $72,986+96.3% |
| Participation rate | 80.5% | 68.5%+12.0pp | 74.6%+5.9pp | 69.5%+11.0pp |
| Annual return | 16.69% | 22.65%-6.0pp | 28.97%-12.3pp | 81.01%-64.3pp |
| Employer contribution / active EE | $2,628 | $2,055+27.9% | $2,779-5.5% | $2,440+7.7% |
| Participant deferral / active EE | $4,430 | $2,603+70.2% | $3,536+25.3% | $3,607+22.8% |
| Admin fee / account holder | $125 | $3,056-95.9% | $3,840-96.7% | $5,124-97.6% |