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| Provider | Service type | Compensation |
|---|---|---|
AMERICA'S 401K, INC.1 year Filed as: AMERICA'S 401(K), INC. Service code 13 | Contract Administrator | $5,000 |
LPL FINANCIAL2+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $5,000 |
QUALIFIED PLANS, LLC2+ years Service code 13 PO BOX 1768 · SAVANNAH, GA 31402 | Contract Administrator | $1,021 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $700 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 P.O BOX 1583 · HARTFORD, CT 061441583 | Recordkeeping | $175 |
AMERICA'S 401K, INC.1 year Filed as: AMERICA'S 401(K) INC. Service code 13 · EIN 75-2261114 8131 LBJ FREEWAY · DALLAS, TX 75251 | Contract Administrator | $0 |
Employer contribution per participant 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,337 | $74,089-83.3% | $133,975-90.8% | $55,167-77.6% |
| Participation rate | 75.1% | 84.3%-9.2pp | 87.1%-11.9pp | 69.0%+6.1pp |
| Annual return | 37.07% | 12.11%+25.0pp | 29.29%+7.8pp | 169.23%-132.2pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,712 | $4,678+0.7% | $6,282-25.0% | $3,054+54.3% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |