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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC ISLANDS FINANCIAL MGMT, LLC2+ years Service code 27 · EIN 65-1232249 | Advisory (Plan) | $20,366 |
Filed as: RIVERSEDGE ADV RET SOLUTIONS, LLC Service code 15 | Recordkeeping | $7,970 |
Service code 15 · EIN 27-1155910 | Recordkeeping | $3,497 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,544 | $75,183-24.8% | $123,892-54.4% | $55,167+2.5% |
| Participation rate | 61.6% | 72.8%-11.2pp | 81.4%-19.8pp | 69.0%-7.3pp |
| Annual return | 6.16% | 19.01%-12.9pp | 47.52%-41.4pp | 169.23%-163.1pp |
| Employer contribution / active EE | $1,836 | $2,823-35.0% | $4,617-60.2% | $1,963-6.4% |
| Participant deferral / active EE | $3,448 | $5,084-32.2% | $5,984-42.4% | $3,054+12.9% |
| Admin fee / account holder | $162 | $663-75.6% | $8,357-98.1% | $504-67.9% |