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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSET ALLOCATION STRATEGIES LLC Service code 27 · EIN 27-1606387 | Advisory (Plan) | $20,634 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,805 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,997 | $79,171-49.5% | $102,423-60.9% | $74,495-46.3% |
| Participation rate | 84.0% | 74.8%+9.2pp | 76.5%+7.5pp | 67.2%+16.8pp |
| Annual return | 10.88% | 54.93%-44.1pp | 29.32%-18.4pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $595 | $2,362-74.8% | $3,023-80.3% | $2,623-77.3% |
| Participant deferral / active EE | $3,001 | $4,415-32.0% | $5,053-40.6% | $4,346-30.9% |
| Admin fee / account holder | $245 | $2,001-87.8% | $9,451-97.4% | $1,942-87.4% |