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| Provider | Service type | Compensation |
|---|---|---|
BEMANAGED3+ years Filed as: BEMANAGED DBA ACTIUM LLC Service code 16 · EIN 59-3835428 | Consulting | $50,629 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,250 |
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 | $61,435 | $69,305-11.4% | $82,312-25.4% | $69,631-11.8% |
| Participation rate | 98.2% | 80.3%+18.0pp | 76.9%+21.3pp | 70.7%+27.6pp |
| Annual return | 18.44% | 21.47%-3.0pp | 25.88%-7.4pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $2,403 | $1,887+27.4% | $2,428-1.0% | $2,032+18.2% |
| Participant deferral / active EE | $3,988 | $3,568+11.8% | $3,706+7.6% | $3,224+23.7% |
| Admin fee / account holder | $78 | $97-20.1% | $5,608-98.6% | $110-29.7% |