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| Provider | Service type | Compensation |
|---|---|---|
401(K) ADVISORS INC1+ years Filed as: 401 (K) ADVISORS, INC Service code 28 · EIN 33-0905143 | Investment Management | $24,812 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,474 | $38,925+50.2% | $73,836-20.8% | $55,191+5.9% |
| Participation rate | 96.2% | 66.0%+30.1pp | 73.4%+22.7pp | 69.2%+27.0pp |
| Annual return | 1.37% | 6.31%-4.9pp | 2268.06%-2266.7pp | 10.78%-9.4pp |
| Employer contribution / active EE | $2,777 | $1,695+63.8% | $2,787-0.4% | $1,899+46.2% |
| Participant deferral / active EE | $3,886 | $2,351+65.3% | $3,583+8.5% | $3,046+27.6% |
| Admin fee / account holder | $27 | $83-67.5% | $4,882-99.4% | $91-70.3% |