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| Provider | Service type | Compensation |
|---|---|---|
ELEMENT WEALTH LLC1 year Filed as: ELEMENT WEALTH, LLC Service code 27 · EIN 20-4821221 | Advisory (Plan) | $16,777 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,795 |
Service code 13 · EIN 86-2963468 | Contract Administrator | $8,620 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,676 | $50,815-41.6% | $155,509-80.9% | $77,643-61.8% |
| Participation rate | 30.7% | 63.1%-32.4pp | 78.2%-47.5pp | 70.6%-39.9pp |
| Annual return | 9.48% | 34.80%-25.3pp | 64.67%-55.2pp | 31.24%-21.8pp |
| Employer contribution / active EE | $409 | $1,993-79.5% | $4,672-91.2% | $2,726-85.0% |
| Participant deferral / active EE | $1,012 | $2,822-64.2% | $5,626-82.0% | $4,647-78.2% |
| Admin fee / account holder | $236 | $437-46.0% | $15,912-98.5% | $430-45.2% |