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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 4010 BOY SCOUT BLVD · TAMPA, FL 33607 | Recordkeeping | $8,309 |
LAGOS WEALTH ADVISORS1 year Service code 27 21700 COPLEY DRIVE · DIAMOND BAR, CA 91726 | Advisory (Plan) | $6,126 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,670 | $75,183-92.5% | $123,894-95.4% | $55,167-89.7% |
| Participation rate | 76.1% | 72.8%+3.3pp | 81.4%-5.3pp | 69.0%+7.2pp |
| Annual return | 3.20% | 19.01%-15.8pp | 47.52%-44.3pp | 169.23%-166.0pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $791 | $5,084-84.4% | $5,984-86.8% | $3,054-74.1% |
| Admin fee / account holder | $139 | $663-79.0% | $8,357-98.3% | $504-72.4% |