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| Provider | Service type | Compensation |
|---|---|---|
R-TECH CONSULTANTS, INC.1 year Filed as: R-TECH ADVISORS, INC. Service code 27 21331 COSTANSO ST · WOODLAND HILLS, CA 91364 | Advisory (Plan) | $5,091 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,297 | $65,378-56.7% | $87,103-67.5% | $65,186-56.6% |
| Participation rate | 40.7% | 75.3%-34.7pp | 76.9%-36.2pp | 70.2%-29.5pp |
| Annual return | 20.81% | 31.28%-10.5pp | 28.19%-7.4pp | 29.39%-8.6pp |
| Employer contribution / active EE | $1,111 | $1,823-39.0% | $2,521-55.9% | $2,177-49.0% |
| Participant deferral / active EE | $1,625 | $3,389-52.1% | $4,049-59.9% | $3,514-53.8% |
| Admin fee / account holder | $8 | $520-98.6% | $7,491-99.9% | $847-99.1% |