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| Provider | Service type | Compensation |
|---|---|---|
FV ASSET MANAGEMENT INC1 year Service code 99 · EIN 26-3318038 | Other Fees | $10,230 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,483 | $50,385-65.3% | $75,501-76.8% | $62,293-71.9% |
| Participation rate | 89.2% | 67.7%+21.5pp | 72.4%+16.8pp | 69.5%+19.7pp |
| Annual return | 28.09% | 19.90%+8.2pp | 27.35%+0.7pp | 28.90%-0.8pp |
| Employer contribution / active EE | $20 | $1,537-98.7% | $2,352-99.2% | $2,042-99.0% |
| Participant deferral / active EE | $8,934 | $2,445+265.3% | $3,142+184.3% | $3,169+181.9% |
| Admin fee / account holder | $59 | $384-84.7% | $5,801-99.0% | $479-87.8% |