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| Provider | Service type | Compensation |
|---|---|---|
TINGEY ADVISORS INC1+ years Filed as: TINGEY ADVISORS, INC Service code 27 · EIN 87-0552263 | Advisory (Plan) | $5,340 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,643 | $40,275-83.5% | $57,356-88.4% | $59,633-88.9% |
| Participation rate | 95.0% | 69.1%+25.9pp | 75.1%+19.9pp | 68.7%+26.3pp |
| Annual return | -2.66% | 27.52%-30.2pp | 24.41%-27.1pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $979 | $1,921-49.1% | $2,689-63.6% | $2,203-55.6% |
| Participant deferral / active EE | $1,216 | $2,400-49.3% | $3,162-61.5% | $3,192-61.9% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |