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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 91-1035698 | Contract Administrator | $8,028 |
EFFICIENT MARKET ADVISORS, LLC1+ years Service code 27 · EIN 41-2143010 | Advisory (Plan) | $3,956 |
INVESTACORP1+ years Filed as: INVESTACORP ADVISORY SERVICES, INC. Service code 26 4400 BISCAYNE BLVD 11TH FLOOR · MIAMI, FL 33137 | Advisory (Participants) | $3,624 |
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.
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 | $13,101 | $46,360-71.7% | $147,617-91.1% | $52,331-75.0% |
| Participation rate | 51.2% | 64.9%-13.7pp | 84.6%-33.4pp | 68.1%-16.9pp |
| Annual return | -4.57% | 1.62%-6.2pp | 61.98%-66.5pp | 4.54%-9.1pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,338 | $2,258+3.5% | $4,895-52.2% | $3,022-22.7% |
| Admin fee / account holder | $198 | $766-74.2% | $11,612-98.3% | $592-66.6% |