Filed January 4, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $57,031 |
TOROSO INVESTMENTS1 year Filed as: TOROSO INVESTMENT LLC Service code 27 · EIN 45-4779500 | Advisory (Plan) | $23,200 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $11,605 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,039 | $46,332+3.7% | $143,797-66.6% | $64,824-25.9% |
| Participation rate | 36.2% | 64.2%-28.1pp | 80.3%-44.2pp | 71.5%-35.3pp |
| Annual return | -7.91% | -10.05%+2.1pp | -0.04%-7.9pp | 32.84%-40.7pp |
| Employer contribution / active EE | $445 | $1,911-76.7% | $4,952-91.0% | $2,507-82.3% |
| Participant deferral / active EE | $2,197 | $2,647-17.0% | $5,638-61.0% | $4,311-49.0% |
| Admin fee / account holder | $201 | $154+30.6% | $14,679-98.6% | $188+7.0% |