See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
MGO ONE SEVEN LLC3 years Service code 27 · EIN 88-2000569 | Advisory (Plan) | $48,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,303 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,905 |
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 | $60,893 | $76,173-20.1% | $81,382-25.2% | $199,593-69.5% |
| Participation rate | 45.8% | 76.3%-30.4pp | 69.5%-23.7pp | 72.0%-26.2pp |
| Annual return | 12.40% | 15.59%-3.2pp | 24.73%-12.3pp | 34.25%-21.8pp |
| Employer contribution / active EE | $851 | $2,792-69.5% | $2,463-65.4% | $3,034-72.0% |
| Participant deferral / active EE | $2,571 | $4,201-38.8% | $3,883-33.8% | $5,087-49.5% |
| Admin fee / account holder | $119 | $146-18.5% | $5,768-97.9% | $269-55.7% |