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| Provider | Service type | Compensation |
|---|---|---|
EGI FINANCIAL, INC.2 years Service code 26 · EIN 34-1716188 | Advisory (Participants) | $47,435 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,161 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,746 | $88,122-66.2% | $141,191-78.9% | $67,579-56.0% |
| Participation rate | 55.0% | 76.5%-21.5pp | 82.5%-27.5pp | 71.3%-16.3pp |
| Annual return | 0.81% | 75.40%-74.6pp | 71.41%-70.6pp | 378.56%-377.7pp |
| Employer contribution / active EE | $870 | $3,224-73.0% | $4,736-81.6% | $2,148-59.5% |
| Participant deferral / active EE | $1,806 | $5,958-69.7% | $6,710-73.1% | $3,539-49.0% |
| Admin fee / account holder | $220 | $131+68.1% | $10,264-97.9% | $142+54.6% |