See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
ABLE WEALTH MANAGEMENT LLC2 years Filed as: ABLE & STRONG ADVISORS Service code 26 · EIN 20-0097878 | Advisory (Participants) | $143,813 |
NWPS6 years Filed as: NWPS, INC. Service code 15 · EIN 91-1526584 | Recordkeeping | $100,143 |
SMITH & HOWARD, PC1 year Service code 10 · EIN 58-1250486 | Accounting | $23,000 |
MATRIX TRUST COMPANY5 years Service code 18 · EIN 75-3182674 | Trustee (discretionary); Custodial (o... | $11,270 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,749 | $109,659-71.0% | $62,929-49.5% | $103,975-69.5% |
| Participation rate | 44.9% | 71.6%-26.7pp | 73.1%-28.3pp | 72.5%-27.7pp |
| Annual return | 14.03% | 15.88%-1.9pp | 1063.93%-1049.9pp | 19.41%-5.4pp |
| Employer contribution / active EE | $1,466 | $3,440-57.4% | $2,505-41.5% | $3,722-60.6% |
| Participant deferral / active EE | $1,249 | $4,009-68.8% | $3,888-67.9% | $5,343-76.6% |
| Admin fee / account holder | $187 | $130+43.0% | $5,065-96.3% | $332-43.9% |