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| Provider | Service type | Compensation |
|---|---|---|
BEMANAGED2+ years Filed as: BEMANAGED DBA ACTIUM LLC Service code 10 · EIN 59-3835428 | Accounting | $42,229 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,444 |
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 | $54,852 | $63,905-14.2% | $74,184-26.1% | $57,658-4.9% |
| Participation rate | 96.8% | 79.8%+17.1pp | 76.6%+20.2pp | 70.2%+26.6pp |
| Annual return | 8.59% | 60.60%-52.0pp | 17.74%-9.1pp | 5.13%+3.5pp |
| Employer contribution / active EE | $2,289 | $1,840+24.4% | $2,370-3.4% | $1,974+16.0% |
| Participant deferral / active EE | $3,840 | $3,448+11.4% | $3,550+8.2% | $3,061+25.5% |
| Admin fee / account holder | $98 | $91+7.5% | $5,586-98.2% | $95+3.6% |