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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BELPOINTE ASSET MANAGEMENT Service code 27 · EIN 56-2641678 500 DAMONTE RANCH PARKWAY · RENI, NV 89521 | Advisory (Plan) | $6,567 |
Filed as: KTRADE Service code 15 1500 N OAK DRIVE · PLYMOUTH, IN 46563 | Recordkeeping | $5,169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,860 | $106,264-87.0% | $147,117-90.6% | $77,762-82.2% |
| Participation rate | 29.7% | 78.4%-48.7pp | 82.2%-52.5pp | 70.6%-40.9pp |
| Annual return | 14.81% | 56.94%-42.1pp | 420.54%-405.7pp | 31.27%-16.5pp |
| Employer contribution / active EE | $427 | $4,074-89.5% | $4,932-91.4% | $2,728-84.4% |
| Participant deferral / active EE | $725 | $8,003-90.9% | $8,065-91.0% | $4,651-84.4% |
| Admin fee / account holder | $182 | $334-45.5% | $12,993-98.6% | $433-57.9% |