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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 91-1035698 | Contract Administrator | $15,298 |
FORTUNE 3601 year Service code 26 8211 W BROWARD BLVD STE 420 · PLANTATION, FL 33324 | Advisory (Participants) | $6,388 |
EFFICIENT MARKET ADVISORS, LLC3+ years Service code 27 · EIN 41-2143010 | Advisory (Plan) | $5,876 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,942 | $55,453-76.7% | $170,435-92.4% | $62,293-79.2% |
| Participation rate | 63.6% | 66.4%-2.8pp | 83.6%-20.0pp | 69.5%-5.9pp |
| Annual return | 12.57% | 21.38%-8.8pp | 205.94%-193.4pp | 28.90%-16.3pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,469 | $2,303+7.2% | $4,939-50.0% | $3,169-22.1% |
| Admin fee / account holder | $234 | $455-48.7% | $13,881-98.3% | $479-51.3% |