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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $31,608 |
OCTAVIA WEALTH ADVISORS LLC3 years Service code 27 · EIN 84-5016689 | Advisory (Plan) | $19,867 |
PENTEGRA SERVICES, INC.2 years Service code 15 · EIN 13-3745616 | Recordkeeping | $13,455 |
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 | $25,662 | $47,898-46.4% | $117,472-78.2% | $64,808-60.4% |
| Participation rate | 50.8% | 61.9%-11.1pp | 70.6%-19.8pp | 71.5%-20.7pp |
| Annual return | -17.58% | -15.54%-2.0pp | 29.74%-47.3pp | 32.82%-50.4pp |
| Employer contribution / active EE | $862 | $1,774-51.4% | $4,176-79.4% | $2,506-65.6% |
| Participant deferral / active EE | $2,506 | $3,151-20.5% | $4,070-38.4% | $4,310-41.9% |
| Admin fee / account holder | $184 | $132+39.4% | $5,645-96.7% | $188-2.2% |