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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $33,171 |
ARISTA ADVISORY GROUP1+ years Service code 99 · EIN 82-4140558 | Other Fees | $17,526 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,453 | $99,168-89.5% | $96,576-89.2% | $74,440-86.0% |
| Participation rate | 86.4% | 80.7%+5.8pp | 76.0%+10.5pp | 70.7%+15.7pp |
| Annual return | 78.76% | 22.40%+56.4pp | 25.87%+52.9pp | 34.37%+44.4pp |
| Employer contribution / active EE | $814 | $2,570-68.3% | $2,965-72.5% | $2,638-69.1% |
| Participant deferral / active EE | $2,816 | $4,936-43.0% | $4,851-42.0% | $4,529-37.8% |
| Admin fee / account holder | $54 | $225-76.1% | $8,253-99.3% | $348-84.5% |