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| Provider | Service type | Compensation |
|---|---|---|
ARK ADVISORS, LLC4 years Service code 55 · EIN 46-2252312 | Other Commissions | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,143 | $59,584-32.6% | $86,615-53.7% | $79,391-49.4% |
| Participation rate | 54.8% | 67.7%-12.9pp | 71.6%-16.8pp | 70.7%-15.9pp |
| Annual return | 18.66% | 23.15%-4.5pp | 63.51%-44.9pp | 116.88%-98.2pp |
| Employer contribution / active EE | $1,866 | $1,768+5.6% | $2,496-25.2% | $2,428-23.1% |
| Participant deferral / active EE | $2,683 | $3,036-11.6% | $3,699-27.5% | $4,046-33.7% |
| Admin fee / account holder | $257 | $604-57.5% | $5,830-95.6% | $627-59.0% |