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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $34,423 |
SAX WEALTH ADVISORS, LLC1+ years Service code 99 · EIN 22-3645620 | Other Fees | $17,165 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,732 | $50,919-78.9% | $155,556-93.1% | $77,762-86.2% |
| Participation rate | 39.5% | 63.1%-23.6pp | 78.2%-38.7pp | 70.6%-31.1pp |
| Annual return | 0.00% | 34.84%-34.8pp | 64.84%-64.8pp | 31.27%-31.3pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,094 | $2,824-25.9% | $5,631-62.8% | $4,651-55.0% |
| Admin fee / account holder | $126 | $437-71.1% | $15,885-99.2% | $433-70.8% |