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| Provider | Service type | Compensation |
|---|---|---|
REGULUS ADVISORS, LLC1 year Service code 55 | Other Commissions | $67,359 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $15,286 | $47,456-67.8% | $172,757-91.2% | $77,775-80.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 20.72% | 35.57%-14.9pp | 803.06%-782.3pp | 32.58%-11.9pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $81-100.0% | $13,956-100.0% | $100-100.0% |