Filed August 12, 2025
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| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC4+ years Service code 15 · EIN 47-4872674 61 W 23RD ST FL 4 · NEW YORK, NY 10010 | Recordkeeping | $121,621 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,920 | $48,072-71.0% | $182,532-92.4% | $77,787-82.1% |
| Participation rate | 89.8% | 64.3%+25.5pp | 78.0%+11.8pp | 73.2%+16.6pp |
| Annual return | 99.76% | 31.26%+68.5pp | 148.54%-48.8pp | 32.57%+67.2pp |
| Employer contribution / active EE | $0 | $1,453-100.0% | $4,076-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $6,175 | $3,209+92.4% | $5,524+11.8% | $3,967+55.7% |
| Admin fee / account holder | $47 | $131-64.3% | $8,592-99.5% | $100-53.1% |