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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JUSTIN POORE Service code 27 · EIN 93-0987232 20 EAST THOMAS ROAD SUITE 2000 · PHOENIX, AR 85012 | Advisory (Plan) | $10,801 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,125 | $52,450-80.7% | $129,295-92.2% | $74,546-86.4% |
| Participation rate | 95.0% | 53.8%+41.2pp | 69.6%+25.4pp | 67.2%+27.8pp |
| Annual return | 12.15% | 15.65%-3.5pp | 9429.28%-9417.1pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $1,494 | $1,532-2.5% | $4,157-64.1% | $2,624-43.1% |
| Participant deferral / active EE | $2,915 | $2,797+4.2% | $4,169-30.1% | $4,347-33.0% |
| Admin fee / account holder | $87 | $2,636-96.7% | $7,665-98.9% | $1,944-95.5% |