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| Provider | Service type | Compensation |
|---|---|---|
TINGEY ADVISORS INC2+ years Filed as: TINGEY ADVISORS, INC Service code 27 · EIN 87-0552263 | Advisory (Plan) | $5,984 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,241 | $39,132-76.4% | $57,196-83.8% | $62,881-85.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 9.80% | 9.24%+0.6pp | 14.59%-4.8pp | 20.14%-10.3pp |
| Employer contribution / active EE | $3,717 | $1,874+98.3% | $2,683+38.5% | $2,281+62.9% |
| Participant deferral / active EE | $1,576 | $2,374-33.6% | $3,096-49.1% | $3,203-50.8% |
| Admin fee / account holder | $59 | $2,594-97.7% | $3,141-98.1% | $4,296-98.6% |