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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CALIBER WEALTH MANAGEMENT, LLC Service code 27 · EIN 47-1873640 | Advisory (Plan) | $13,498 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,369 | $69,305-62.0% | $82,312-68.0% | $69,631-62.1% |
| Participation rate | 55.0% | 80.3%-25.3pp | 76.9%-21.9pp | 70.7%-15.7pp |
| Annual return | 37.08% | 21.47%+15.6pp | 25.88%+11.2pp | 27571.02%-27533.9pp |
| Employer contribution / active EE | $1,513 | $1,887-19.8% | $2,428-37.7% | $2,032-25.6% |
| Participant deferral / active EE | $2,876 | $3,568-19.4% | $3,706-22.4% | $3,224-10.8% |
| Admin fee / account holder | $114 | $97+17.1% | $5,608-98.0% | $110+3.0% |