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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KRAVITZ INVESTMENT SERVICES, INC Service code 26 · EIN 95-4514127 | Advisory (Participants) | $11,423 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $416 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,732 | $80,177-62.9% | $123,894-76.0% | $57,658-48.4% |
| Participation rate | 24.5% | 74.4%-50.0pp | 81.4%-56.9pp | 70.2%-45.7pp |
| Annual return | 12.81% | 17.90%-5.1pp | 47.52%-34.7pp | 5.13%+7.7pp |
| Employer contribution / active EE | $796 | $2,913-72.7% | $4,617-82.8% | $1,974-59.7% |
| Participant deferral / active EE | $1,614 | $5,130-68.5% | $5,984-73.0% | $3,061-47.2% |
| Admin fee / account holder | $164 | $106+54.6% | $8,357-98.0% | $95+73.9% |