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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,192 |
Filed as: ADVUS FINANCIAL PARTNERS Service code 27 · EIN 85-4001199 | Advisory (Plan) | $7,941 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,253 | $34,634-38.6% | $77,096-72.4% | $64,819-67.2% |
| Participation rate | 14.7% | 49.8%-35.1pp | 67.9%-53.2pp | 71.5%-56.8pp |
| Annual return | -16.01% | -5.31%-10.7pp | 42.35%-58.4pp | 32.84%-48.9pp |
| Employer contribution / active EE | $586 | $1,385-57.7% | $2,814-79.2% | $2,507-76.6% |
| Participant deferral / active EE | $1,259 | $2,553-50.7% | $4,429-71.6% | $4,311-70.8% |
| Admin fee / account holder | $87 | $178-51.1% | $5,428-98.4% | $188-53.6% |