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| Provider | Service type | Compensation |
|---|---|---|
401(K) ADVISORS INC2+ years Filed as: 401(K) ADVISORS, INC. Service code 26 120 VANTIS, SUITE 400 · ALISO VIEJO, CA 92656 | Advisory (Participants) | $0 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $33,021 | $57,921-43.0% | $84,753-61.0% | $57,658-42.7% |
| Participation rate | 55.7% | 72.9%-17.2pp | 76.6%-20.9pp | 70.2%-14.5pp |
| Annual return | 5.63% | 10.24%-4.6pp | 22.78%-17.1pp | 5.13%+0.5pp |
| Employer contribution / active EE | $385 | $2,598-85.2% | $3,574-89.2% | $1,974-80.5% |
| Participant deferral / active EE | $2,094 | $2,742-23.6% | $3,712-43.6% | $3,061-31.6% |
| Admin fee / account holder | $156 | $130+20.0% | $5,333-97.1% | $95+64.6% |