See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
HANTZ FINANCIAL SERVICES INC6 years Service code 27 · EIN 38-3431708 | Advisory (Plan) | $69,299 |
PLANTE & MORAN, PLLC6 years Service code 10 · EIN 38-1357951 | Accounting | $36,100 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,511 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,542 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,550 | $72,254+17.0% | $86,677-2.5% | $64,808+30.5% |
| Participation rate | 54.1% | 80.4%-26.3pp | 76.6%-22.4pp | 71.5%-17.3pp |
| Annual return | -16.53% | 392.42%-409.0pp | 35.91%-52.4pp | 32.82%-49.3pp |
| Employer contribution / active EE | $1,925 | $2,393-19.6% | $2,836-32.1% | $2,506-23.2% |
| Participant deferral / active EE | $5,108 | $4,658+9.7% | $4,656+9.7% | $4,310+18.5% |
| Admin fee / account holder | $264 | $174+51.8% | $7,493-96.5% | $188+40.5% |